A Little Folding of the Hands to Sleep
That Nagging Feeling About Bitcoin? It Might Be Your Fiduciary Duty Calling. Fellow Financial Advisors,Ever had that nagging feeling you’re missing something BIG? I’ve been…
Category: blog
How to Predict the Future
It’s time to sit down with clients in advance to proactively calm nerves anticipating increased volatility over the next few years, during a recalibration of…
Pockets of Belfast
When Accounting Rules Quietly Rewrite Reality As Financial Advisors for retail clients, over the years we become familiar with accounting rules and standards incidental to…
Is Your OODA Loop Broken?
What do a world-class wedding cake and Bitcoin have in common? 🧁 Cake International is the world’s premier baking competition. Think of it as the…
How Outrageous Ideas Change the World (for better or worse)
🔑 The 5 Best Words for You to Describe Bitcoin to Clients If you’re a High-end Financial Advisor trying to explain Bitcoin in a clear,…
The Sweetest Most Important Sound
The sweet names of liberty and free-enterprise… We’ve lost the plot. I heard the CEO of one of the top 3 banks in America say…
Simple Is Beautiful
MILLION DOLLAR IDEA: Make your client’s life simpler. Your business reputation is up to you. You control it, and you can drive it. If you…
Stop Making Art When You Need Weapons
Imagine a world where prices of everything go down every year. Rather than prices rising every year, and the need to earn more money every…
What’s Your Gift?
A very wise business coach convinced me that, to be effective, a client relationship should be an accountability environment. So, that’s what I created 2…
Buckle Up
How compelling is your first business interaction with a potential client? Is your Initial Client Interview designed so that it literally “knocks the socks off”…