DO YOU EVEN HAVE A PHILOSOPHY?

 

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...

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YOU HAVE A DUTY TO SURVIVE

 

"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...

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THE 95/5 STORY IS A LIE, IT'S TIME TO STOP TELLING IT!

 

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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