What Samurai’s Teach Us About Service
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…
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If It Sounds Too Good To Be True
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…
What Matters Not What’s Easy
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.…
It’s Not That Hard
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…
A Use It or Lose It Species
Become the Star Financial Advisor in Your Community 🌟So what’s a Star Financial Advisor?… In The Star Principle, a phenomenal book, Richard Koch defines a…
Bitcoin’s Breakthrough To $100,000
…and Jeremy Siegel’s View On the Future of Bitcoin Most High-end Financial Advisors I work with turn their noses up at Bitcoin. I get the…
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…
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…