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”…
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”…
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…
On my team, I notice that some people are frequently telling others how to behave. They’re so certain that their way is right, and another…
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…
“Volatility Isn’t Risk: Stop Letting Price Swings Scare You Like a Rookie Trader!” Let’s clear up one of the biggest myths about investing: volatility and…
Let’s resolve to focus on the things that matter most in 2024. The most successful financial advisors I worked with this year focused on high-payoff…
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…
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…
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…
Please confirm you want to block this member.
You will no longer be able to:
Please note: This action will also remove this member from your connections and send a report to the site admin. Please allow a few minutes for this process to complete.