What’s Your If-Then Loop?
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…
Category: blog
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…
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…
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…
The Hell That Is Good Intentions
I’ve had the privilege of knowing, and working with, among the best retail Financial Advisors in the English-speaking world, and I’ve noticed one thing they…
The Domino Effect of ‘Just this Once’
In leading your people, part of your role is to ensure everyone on the team is contributing. When eating at a nice restaurant, have you…
In Defense of Red Tape
It’s amazing how even very small teams can become bureaucracies, which then becomes an obstacle to forward progress. In these columns I encourage leaders to…