THE BEST OF BOTH WORLDS

 

Have you bought into the myth that the Independent RIA business model is inherently superior, more virtuous, than the Dually Registered Broker Dealer model? 

 

It's easy to...

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ADDICTED TO CREDENTIALS

 

Advisors fall into one of two buckets:

-Those who believe they have all the answers and everyone needs them.

-Those who question their value and recognize their weaknesses.

 

In my...

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PRODUCT WITH A SIDE OF ADVICE

The other day, I was listening to a podcast featuring a female advisor talking about the power of planning.  She had written a book and was very enthusiastic about the life-changing benefits...

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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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