by Patrick Tucker | Sep 15, 2022 | For Financial Advisors
The world is pretty chaotic right now. And, while I’m a believer that there will always be chaos on the world (I like to call events like COVID and highly contentious elections the ‘apocalypse du jour’s), I feel like we are in a particularly stressful time for a lot...
by Patrick Tucker | Jan 26, 2022 | For Financial Advisors
Are you trying to grow your independent financial advisor business in 2022? Or do you think you’ve already achieved success and just need to stay on the same path to keep the ball rolling? No matter which camp you fall into, I’m here to tell you that you need to...
by Patrick Tucker | Dec 3, 2021 | Investing
Are you trying to build your independent financial advisor business and looking for a coach to help you along the way? Or do you already have a coach and wonder why he or she isn’t helping you achieve the goals you set out for yourself? As a coach who has helped...
by Patrick Tucker | Dec 23, 2020 | Success
Have you left your large broker-dealer to start your own independent advisory business? If you have, you’ve taken the first steps to building a company that allows you to serve your clients in the way you see fit and create a legacy for yourself. Congratulations! But...
by Patrick Tucker | Dec 17, 2020 | For Financial Advisors
Financial advisors have a reputation. If you talk to those outside the industry, you’ll likely hear they all have an agenda, are all the same, or, at the very least, that they all tend to sound alike. If you’re actually in the industry, this can be pretty...
by Patrick Tucker | Nov 24, 2020 | For Financial Advisors
What have you been doing to grow your business lately? Are you like a lot of advisors who have responded to the chaos by putting everything on hold and trying to wait it out? Or have you realized that growing your business in bad times can still be done successfully...
by Patrick Tucker | Oct 30, 2020 | For Financial Advisors
Everything will change after the elections…how many times have we heard that over the past few months? While some take comfort in the fact that there will likely be some changes (hopefully for the positive) after the election, others are panicking. Are you getting...
by Patrick Tucker | Oct 15, 2020 | For Financial Advisors
How do you demonstrate your value to your clients as a financial advisor? Too many advisors believe they can demonstrate value by talking up their credentials or sharing past successes. Still, others try to push their expensive educations or years of experience as a...
by Patrick Tucker | Oct 1, 2020 | For Financial Advisors
Why did you start your own independent advisory business? More than likely, you wanted the freedom to serve your clients in the way you thought was best and you also wanted to create a business that fits your lifestyle. Unfortunately, once they get into it, many...
by Patrick Tucker | Sep 24, 2020 | For Financial Advisors
Are you ready to take the next step in your career as a financial advisor by either leaving your broker-dealer to go independent or making your already established independent firm more profitable? One of the keys to taking whatever the next step in your journey might...