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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
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.
How to Adopt Healthy Boundaries with Your Financial Planning Clients
Most of us became independent financial planners because we wanted the freedom to serve others in the way that best fits our values, personality, and goals for the future. We wanted to provide a high level of service and develop deep relationship with those we worked...
How to Establish a Monthly Planning Service
If you’ve read much of anything I’ve written in the past few years, you know that I’m a big advocate of advisors leaving their stuffy firms and striking out on their own. However, some advisors I work with are still hesitant to do so. One of the biggest stumbling...
How Being an Entrepreneurial Advisor Gives You the Freedom to Serve
More than likely, you decided to go into the financial advising business because you wanted to help people. However, if you went the ‘normal’ route and took a position as a commissioned advisor, you probably quickly noticed that your hands were tied in many...
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...
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