Have you ever been hired for advice, delivered a plan, but then hit a brick wall with implementation?
Many advisors see planning and product implementations as two distinct...
The world has come to a grinding halt and you have come to the realization that 100 calls a week to your clients is not a sustainable way to communicate with them.
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Accountability is such an elusive thing. We try and fail to hold ourselves accountable. We get accountability partners to try to make it work. We hire coaches to hold us accountable.
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In the modern world, redundancy gets a bad rap. The fear is that if you are redundant, you are expendable. It has become a euphemism for “about to be laid-off.”...
I keep having different iterations of a similar conversation with advisors. It goes something like this…
My Broker Dealer is really holding me back. I...
"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...
I was at the doctor’s office this week. I am fortunate to be very healthy, so I am seldom there. As I went through the process of a thorough check-up, I thought about how...
AND THEN SHE LET GO… One advisor’s journey to ten fee-paying clients in three months!
I do believe that makes ten. Ten fee paying clients in three months,...
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