GET INTO ALIGNMENT
The vast majority of us started out working for captive, insurance-focused broker-dealers. They are the only ones who have created robust training programs for new advisors. They can afford to run th...
ARE YOU A QUITTER?
Last Monday was National Quitter's Day. How did you do?  Did you do what the vast majority of Americans do and give up on your New Year's Resolutions? Â
If you are anything like me, and most everybody...
HEALTH IS THE NEW WEALTH
I used to be hardcore. I did. When I was in the Army, I maxed out the PT (physical training) tests and did 12-mile ruck marches in full battle rattle. I repelled out of helicopters and fast-roped off ...
FEAR AND THE FINANCIAL ADVISOR - PART II
Last week we tackled the Fear of Failure and wrestled it into submission with premeditatio malorum. This means meditating on what can go wrong in advance to defuse the emotional hold on us.Â
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This...
VALUE IS GOOD FOR THE BOTTOM-LINE
Tell me you are NOT an Intentional Advisor without telling me you aren’t an Intentional Advisor.
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Here are the exact words of an advisor on an advisor-only forum asking how to be as ungenerous as p...
BREAK THE FACADE
Were you taught, like I was, to put up a wall of professionalism between you and your client? Were you taught to try to look smart and stay in control? To keep your personal foibles out of the relatio...
SHOW UP PREPARED TO BE NO PLACE ELSE
"Wait, hang on, I can't get on the Zoom cuz I'm on my phone, not my computer. You see, I am on my way to… But I thought we could talk while I drive, but I can't get the link to work."Â
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How often d...
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