RELEASE THE RESISTANCE
I just returned from an amazing trip to NYC. It was full of flow and serendipity. Everything worked out beautifully, despite the odds being stacked against it.
Let me tell you everything t...
IT COULD BE WORSE
A BUSINESS CASE FOR MORE HUMANITY
4 TIPS TO GO FROM WHITE-LABEL TO CUSTOM CONTENT WITH EASE!
I was talking with an advisor in our community and she was telling me about an exciting opportunity she has to write for a nationwide newsletter for PGA Pros.
She asked me if I knew of a good...
"I'VE BEEN THERE AND WHAT I KNOW FOR SURE IS THAT THIS TOO SHALL PASS!"
I was recently literally bed-ridden for three full days (chronic back injury flared up on Saturday). Staring at the ceiling and unwillingly binging on Netflix for three days will make you a tad phi...
VALUE AS A DECISION-MAKING TOOL
Last week I was working with a client who is struggling with a huge decision.
He is, by any estimation, an Ideal Client: he follows my advice, he is willing to do what it takes to accomplish ...
THE TIME WILL PASS EITHER WAY
I was just writing an email to a young woman who is just starting out as an admin in our industry. She has an ebullient personality and charisma. She is an adorable little fire-cracker of a young w...
WHY ARE YOUR CLIENTS HIDING?
Something I hear pretty often from advisors is…
"My clients won’t come in for three meetings a year, I can't even get them in for one!"
Or the more optimistic sentiment of…
"Our cl...
THE BENEFITS OF BEING A MASS AFFLUENT ADVISOR
There is a myth in our industry that smart, ambitious advisors have to work with High Net Worth clients or they can’t consider themselves successful. I take exception to that idea! Here's why:
...
WHY YOUR CLIENTS CAN'T AFFORD YOUR FREE ADVICE
Are you wondering if you should be charging a fee for your financial planning advice? You’re not alone. In this blog, we’ll take a look at that question and whether you’re a financial planner…or a ...
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