Standard business dogma suggests that businesses exist to make money, therefore profitability should be your primary goal in business. We learn in business school that according to Milton Friedman ...

I received an email from a wonderful advisor that I do private coaching with asking if I would be interested in being introduced to an account manager for a new money manager he is exploring.

My knee j...

I will never forget the smell of the La Jolla Marriott.  I was still new in the industry and broadening my horizons by learning to become what I now call an Advice-Based Financial Advisor.  That time ...

Do you enjoy asking for referrals?

My guess would be no, you don’t, and I bet I can guess why.

Asking for referrals is an inherently selfish act. 

The standard ask is something like this…

“Dear...

Do you envision an Advice-Based Financial Planning practice where your clients get scheduled for meetings automatically? Or, what if your staff prepares everything for the meeting without your input? ...

Are you sick and tired of eternally sending CPAs and attorneys referrals and never getting any back?  This is one of the most frustrating parts of networking as a financial advisor.  Everyone tells...

According to Cerulli, $84 trillion of wealth will be transferred to the next generation through 2045.  And many of those people won't be keeping you as their advisor!

I have two questions for y...

The financial planning landscape is evolving and your role as a financial advisor is shifting from being a transactional salesperson to a trusted advisor providing holistic guidance.

This presents a bi...

If you have been in the industry for very long, you have probably heard about Behavioral Finance.  I love listening to experts talk about biases and how they affect markets and individual investing...

A long-time client called to schedule some time with me last week.  She was really shy and cryptic about what she wanted to talk about but said it was in relation to her upcoming retirement date.