TO WHAT END?
Mar 12, 2021
As a coach to other financial advisors, I have the opportunity to talk about their financial goals and retirement plans. What I find is that most of us lack the basic clarity of purpose that we wo...
YOU HAVE A DUTY TO SURVIVE
Nov 18, 2019
"You are making promises. You have a duty to survive." -Tom S.
I am not sure I have ever heard it said so succinctly. You make clients promises every time they hire you. You have a respon...
THE 95/5 STORY IS A LIE, IT'S TIME TO STOP TELLING IT!
Apr 22, 2019
Friends, we need to have a talk about the importance of honesty. I was sitting in a recent conference and listening to a presenter teach the ole 95/5 conversation to ask for referrals.
It g...
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IT DOESN'T HAVE TO BE YOU
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