🚀 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 how to […]

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

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 to those serving on our team. WOW. What a humbling vision. https://mailchi.mp/gapingvoid/love-made-visible

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 biggest and most obvious messages the financial markets are telling us about the long-term. He’s been making the point that the equity markets are where long-term investors should 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 you. If you’ve been hired to coordinate all the financial affairs for affluent families, this means you established a relationship of trust at some point. At a point, this family […]

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 write this column for Financial Advisors who are serving individuals and families, but this is also true for any professional services provider in the financial services industry (accountants, lawyers, etc.). […]