A CASE FOR DATA

This is the time of year for reflection.  Every advisor should be looking back at the year in review; noting what went right and where we can improve in the year to come.  

 

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ARE YOU READY TO LEARN?

Every firm has a diversity and inclusion initiative these days: a women's group, a diversity panel for people of color, a D&I recruiting goal.  How effective are these initiatives in...

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YOUR CLIENT IS A REFLECTION OF YOU

 

Do you ever get frustrated that your client won’t… 

-share all of their information? 

-pay a renewal fee? 

-come in for their meetings? 

 

So often,...

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SO YOU THINK YOU ARE A THOUGHT LEADER?

 

I keep having different iterations of a similar conversation with advisorsIt goes something like this… 

  

My Broker Dealer is really holding me backI...

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A CLIENT-CENTRIC APPROACH TO PURPOSE

 

There are three types of advisors when it comes to the conversation about building a purpose-driven practice. 

 

-Those that get it. 

-Those who don’t care. 

-And...

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SUCCESSFUL PEOPLE GO WHERE IT HURTS

advisor profile purpose Sep 30, 2019

 

I was in my workout class this morning asking myself, “Why do I do this?” 

 

I have a few chronic injuries from my days in the Army that flare up from time to...

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WHAT TICKS YOU OFF?

 

I was trading emails with a long-time advisor friend of mine about purpose, specifically his purpose.   He, like many advisors, is feeling a little unsatisfied in his work. ...

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PROFESSIONALS DON'T "CLOSE"

 

When I hear someone talking about wanting to help me “close”, “overcome objections” or “disturb”, I know they are not MY people. 

  

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COMBATING FINANCIAL EXTREMISM IN FINANCIAL PLANNING

 

Often times the loudest voice and the most charismatic character in the room wins the day.  But that doesn’t mean they are right… 

 

I am going to assume...

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IT'S BEEN DONE BEFORE, BUT NOT BY YOU!

 

The world doesn’t need just another financial advisor selling insurance and investments, it needs advisors on a mission to use financial planning as a tool to help change...

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