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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WHO WILL YOU BECOME?

 

The question is not who ARE you?  It is who will you BECOME? 

 

Being a business owner is so much more complicated than being an employee.  It tests you as a human being...

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THE KEY TO DECISION MAKING

 
“The key to good decision making is not knowledge.  It is understanding.”
-Malcolm Gladwell
 
 
When I read this in Malcolm’s book Blink, it struck me...
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FORGIVE YOURSELF FOR THINGS YET TO BE DONE

advisor profile process Feb 18, 2019
 
With the dawn of the new year, I have had the opportunity to circle back and talk with advisors who I coached one-on-one. I have heard this sentiment several times now:
 
 
I am...
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MONEY IS JUST THE EVIDENCE OF YOUR IMPACT!

 
Money.  Money!  Money?
 
 
Is there a topic more fraught with emotion than money!?
 
 
I want to talk about it not as an advisor talking with clients, but as an...
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A BUSINESS CASE FOR MORE HUMANITY

 
 
Over the holiday, I have been reading Blink by Malcolm Gladwell.  I am a big Gladwell fan!  If you haven't already, pick up any of his books.  He tells stories in a way...
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KNOW WHERE YOU STAND BEFORE YOU BRAND

advisor profile purpose Nov 12, 2018

 

 

Branding is one of the keys to developing a client experience. The experience you deliver begins with your website and social media pages. It continues into your office space and...

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4 TIPS TO GO FROM WHITE-LABEL TO CUSTOM CONTENT WITH EASE!

 

I was talking with an advisor in our community and she was telling me about an exciting opportunity she has to write for a nationwide newsletter for PGA Pros. 

  

...

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THE EMPEROR HAS NO CLOTHES!

 

Do I ALWAYS have to be the one to tell the Emperor that he is naked!? 

 

Can’t someone else do it for once!? Pretty please!? 

  

Nope? 

  

OK,...

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