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...
How many advisors have something on their website that says, "Every plan is customized and tailored to your needs?"
Let me tell you a secret. That is code for, "We...
"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...
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...
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