RELEASE THE RESISTANCE
I just returned from an amazing trip to NYC. It was full of flow and serendipity. Everything worked out beautifully, despite the odds being stacked against it.
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IT COULD BE WORSE
A BUSINESS CASE FOR MORE HUMANITY
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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"I'VE BEEN THERE AND WHAT I KNOW FOR SURE IS THAT THIS TOO SHALL PASS!"
I was recently literally bed-ridden for three full days (chronic back injury flared up on Saturday). Staring at the ceiling and unwillingly binging on Netflix for three days will make you a...
VALUE AS A DECISION-MAKING TOOL
Last week I was working with a client who is struggling with a huge decision.
He is, by any estimation, an Ideal Client: he follows my advice, he is willing to do what it...
THE TIME WILL PASS EITHER WAY
I was just writing an email to a young woman who is just starting out as an admin in our industry. She has an ebullient personality and charisma. She is an adorable...
WHY ARE YOUR CLIENTS HIDING?
Something I hear pretty often from advisors is…
"My clients won’t come in for three meetings a year, I can't even get them in for one!" ...
THE BENEFITS OF BEING A MASS AFFLUENT ADVISOR
There is a myth in our industry that smart, ambitious advisors have to work with High Net Worth clients or they can’t consider themselves successful. I take...
WHY YOUR CLIENTS CAN'T AFFORD YOUR FREE ADVICE
Are you wondering if you should be charging a fee for your financial planning advice? You’re not alone. In this blog, we’ll take a look at that question and whether...
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