Ryan Holiday wrote a blog about protecting the "old way".  We have instincts to preserve the way it was, and those can be healthy, but they can also be dysfunctional. 

It is likely the old way inc...

Have you ever seen those memes that say, "Tell me you are old without saying your age." and you are supposed to mention something that young people would never understand.  


Something like, "I used to ...

Most of us were taught to prequalify prospects so that we don't waste our time with people who don't have enough money to hire us.

There are several flaws in that model. 

1. If you are an Advi
...

-Are you dreaming someone else’s dream? 

-Are you dreaming a dream that already was? 

-Or are you dreaming your own, unique dream? 

When I start working with an advisor or a group of advisor...

I spent the day talking about Advice-based Planning to a fantastic group of advisors.  They are all committed to offering advice for a fee to their clients for all the right reasons.  Some in the g...

The world doesn’t need just another financial advisor selling insurance and investments, it needs advisors on a mission to use financial planning as a tool to help change people’s lives!  

I d...

“What am I doing?” 
“Why do I even bother?” 
“It’s not working!” 

Do things like this ever cross your mind? Or more likely enter your mind and take up residence? 

These unwelcome squatters ...

It is easy to fall into a habit of saying, out loud or in our heads, ”Nothing is going to change, because this is how they have always been!” 

If you see someone as they have always been, you ...

I have written about this before, but it came up as an important talk at a recent event in Florida.  
 

An advisor attending the event recognized the need for a full client service model makeover f...