Stop Telling People What To Do
On my team, I notice that some people are frequently telling others how to behave. They’re so certain that their way is right, and another…
Author: MarkOfMastery (Admin Only)
All the Feels
The more affluent the Ideal Client, the more decisions are based on emotion rather than facts. The more successful and the more affluent the client’s…
Nobody Likes Playing Tennis with the Net Down
“Volatility Isn’t Risk: Stop Letting Price Swings Scare You Like a Rookie Trader!” Let’s clear up one of the biggest myths about investing: volatility and…
The Psychology of Scaling Culture
Let’s resolve to focus on the things that matter most in 2024. The most successful financial advisors I worked with this year focused on high-payoff…
What Samurai’s Teach Us About Service
The most successful financial advisors I’ve ever met have a servant’s heart. A client-focused business means putting what’s best for the client first. What’s best…
If It Sounds Too Good To Be True
Why Do Most Financial Advisors Ignore Bitcoin? It’s Time to Start Paying Attention to it… Over the past 15 years, Bitcoin has quietly evolved into…
What Matters Not What’s Easy
FINANCIAL ADVISORS: Are you setting life expectancy too low in your financial plans? Too often, I see Financial Advisors default to a superficial view of mortality tables.…
It’s Not That Hard
A Call to Financial Advisors: Immediately Raise the Voltage on Client Service Over the past 20 years, I’ve observed a troubling trend: declining competence and…