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 activities while delegating or dumping the 80% of activities that generate only 20% of revenue. Make the decision right now that, going forward, you’ll increase the handful of activities that […]

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 Star Business as one that operates in a high-growth market and holds the #1 position in its niche. Why does this matter for Financial Advisors? Because inheritance transfers are set […]

You can make $10,000 an hour. What’s that, you say? I said that you can do activities that will earn you $10,000 per hour. I write this column for Financial Advisors who are serving individuals and families, but this is also true for any professional services provider in the financial services industry (accountants, lawyers, etc.). […]

Mindset is the biggest obstacle for most of the business owners I know.