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“Action is the foundational key to all success.” – Pablo Picasso

The evolution of finance is calling for financial caregivers. When we guide clients on matters of the heart and truly become purveyors of advice, we find lasting fulfillment and the true measure of life for those we serve and for ourselves.

Exclusive Training

“Action is the foundational key to all success.” – Pablo Picasso

Grab My Seat

The evolution of finance is calling for financial caregivers. When we guide clients on matters of the heart and truly become purveyors of advice, we find lasting fulfillment and the true measure of life for those we serve and for ourselves.

Are You Growing or Molding as an Independent Financial Advisor?

The Beat Generation author William S. Burroughs is credited with the quote “When you stop growing you start dying.” This is a motto I’ve lived by during my entire career, though I tend to tweak it a little to replace ‘dying’ with ‘molding’ (call me an optimist!)....

How Financial Planners Can Develop a Mutually Beneficial Relationship with Referral Partners

Having good referral partners in the financial entrepreneur industry can help you build your confidence as well as your business. When you have another well-connected individual out there selling your services every day to the people they know, you can easily double...

How Emotional Agility Helps You Be a Better Advisor

As an advice-based financial planner, your career will go through many changes. Though you may have a good idea of what you want your practice to look like when you open it, you’ll invariably have to alter at least some of your vision as the market, your clients, and...

Helping Your Financial Advisor Clients Deal with Family Discord

As an advice-based financial planner, you’ve likely worked with plenty of clients who have rifts in their families. Many times, these rifts can affect their financial plans, especially as they are nearing retirement or are planning how to distribute their wealth after...

How to Explain the Fee Structure of Your Advice-Based Business

Though the financial industry is gravitating more and more toward advice-based advisors and away from commissioned-based ‘salespeople’, some of my clients (and likely many of yours) are still confused about how fees differ between the two groups. This is especially...

Is Blind Tradition Hurting Your Independent Advisor Business?

Do you know how many actions in your life are a result of blind tradition? Blind tradition can be defined as a habit that is performed simply because ‘it’s always been done that way’ and that you never really examine to find out why. I heard a great story that...