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…
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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”…
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…