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 for the team comes second, and what’s best for an individual team member comes after that. We’re here to serve our clients; everything else is secondary.

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 a legitimate asset class. Yet, many of us in the financial advisory profession haven’t given it the attention it deserves. If you’ve ever asked yourself, “What is money?” or reflected […]

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. For example, a male client reaches 65 years old, and a mortality table suggests he has 17 more years to live. So, we just add 17 and stop at age 82. But let’s pause. If […]

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 commitment to client service in the financial services industry—client data confirms this regarding Financial Advisors. Ideal Clients are not impressed with Financial Advisors in general. For High-End Financial Advisors, losing […]

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 Star Business as one that operates in a high-growth market and holds the #1 position in its niche. Why does this matter for Financial Advisors? Because inheritance transfers are set […]

The 5 Financial Advisor Practice Management Tools: The Operating System for High-End Advisors Running a high-end financial advisory business means delivering consistent, exceptional service to your Ideal Clients—no exceptions, no chaos. But without the right system in place, even the best teams can trip over themselves. Enter The 5 Financial Advisor Practice Management Tools: the operating […]

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 evolving fast, and Artificial Intelligence (AI) is leading the charge. The most successful, high-end advisors are not worried about automated services taking over their businesses. Why? Because they’ve figured out […]

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 a goal this week to ensure that everyone on your team can recite your Ideal Client Profile, can describe what you do, and what makes you better. When they pass […]

[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) https://mailchi.mp/gapingvoid/i-would-rather-give-you-a-kidney