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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.
What to Tell Your Clients if They Are Considering Loaning Money to a Family Member
Do you have clients who have gotten burned by lending money to a family member? It’s a common financial problem that I see with my clients (and my friends) all the time. Whether they decide to actually loan the money pr not, simply being asked for a loan by a family...
How Financial Planners Can Help Their Clients Adjust to an Empty Nest
Do you have clients who are near or in middle age? If you’re like me, you have a number of clients in their 40s and 50s who have recently sent or will soon be sending their last child off to college or to pursue a career. As we all know, this can trigger some emotions...
Foundations of Investments: Asset Allocation and Real Returns
You probably are well aware of my belief that teaching your clients about the foundations of investing is important to maximizing your relationship, right? As I’ve covered in my last couple of posts, educating your clients on issues such as timelines for financial...
Foundations of Investments: How to Show Your Clients the Taxes That Apply to Investments
Hello, advisors, and welcome back to my series of blogs on the foundations of investments. In our first blog, we talked about the importance of teaching your clients about timelines for their goals and how to match up the right saving/investing plans to help them...
Foundations of Investments: Teaching Your Independent Financial Planner Clients About Time
If you’re anything like me, you have a lot of clients who ask questions like, “Should I invest in real estate?” or “What are the hot stocks this quarter I should pay attention to?” I find that many of my clients who ask these questions don’t yet understand the...
How to Help Your Financial Planning Clients Tell the Difference Between a Need and a Want
As an independent advice-based planner, your job is to guide your clients through life as both a fiduciary and financial counselor. This means that you’re much more than a stock picker or someone your clients call on when they want to put more money into their...
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