A Use It or Lose It Species
Become the Star Financial Advisor in Your Community 🌟So what’s a Star Financial Advisor?… In The Star Principle, a phenomenal book, Richard Koch defines a…
Author: MarkOfMastery (Admin Only)
What’s Your If-Then Loop?
UPCOMING EVENT:🚀 Unlock the AI Advantage for High-end Financial Advisors🚀 How AI Is Helping Elite Advisors Deliver a World-Class Client Experience?…The financial advisory world is…
Do It for the Plot
Can your entire team describe the value you provide to your clients, and what makes you better than others who do what you do? Set…
I Would Rather Give You a Kidney
[Financial Advisor Mastery] Relationships with Ideal Clients based on honesty is both delightful and surprising to affluent clients (they’re not accustomed to candid brutal honesty)…
Love Made Visible
This is the goal (below). Our objective is to build a team that makes a difference in our client’s lives, while also providing true meaning…