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…
Author: MarkOfMastery (Admin Only)
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…
Jeremy Siegel On Why Rising Stocks Won’t Peter Out
If you don’t pay attention to what Professor Jeremy Siegel, of the Wharton School, has to say about the long-term financial markets, you’ll likely miss…
The Scariest Place to Be
What would make a client fire their Financial Advisor on the spot and hire you? If you’re a high-end Financial Advisor, this question should consume…
Do More, Think Less
You can make $10,000 an hour. What’s that, you say? I said that you can do activities that will earn you $10,000 per hour. I…
Sex, Lies, and Millennials
What if you had to work long hours for 3 years, but could then kick back and not have to work ever again? Is that…