Life Lessons from a Hot Dog
Absolutely no trouble with your COMPLIANCE department. Thankfully, caring is one thing that Ideal Clients crave from Financial Advisors like us, yet our compliance departments…
Absolutely no trouble with your COMPLIANCE department. Thankfully, caring is one thing that Ideal Clients crave from Financial Advisors like us, yet our compliance departments…
The more affluent the Ideal Client, the more decisions are based on emotion rather than facts. The more successful and the more affluent the client’s…
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…
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.…
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…
[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)…
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…
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…
A pastor once asked me, “100 years after you’re gone, how many people do you think will remember you?” I recall thinking, maybe none. Only…
Recently I had a conversation with a Financial Advisor regarding his team, he’s one of our clients that I mentor. Our conversation focused on my…
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