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 for the team comes second, and what’s best for an individual team member comes after that. We’re here to serve our clients; everything else is secondary.

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. For example, a male client reaches 65 years old, and a mortality table suggests he has 17 more years to live. So, we just add 17 and stop at age 82. But let’s pause. If […]

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 commitment to client service in the financial services industry—client data confirms this regarding Financial Advisors. Ideal Clients are not impressed with Financial Advisors in general. For High-End Financial Advisors, losing […]

[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) https://mailchi.mp/gapingvoid/i-would-rather-give-you-a-kidney

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 to those serving on our team. WOW. What a humbling vision. https://mailchi.mp/gapingvoid/love-made-visible