Rejection is a part of the human experience, and it comes in many forms. You may feel rejected by friends or family members, you will definitely get some rejection from your children (especially if they’re teenagers!), and, more than likely, you’ll also get plenty of...

When you’re starting out in the financial planning business, it can often be difficult to believe in yourself and your ability to create a successful seven-figure independent firm. However, without the confidence in yourself and your business, you will likely never be...

We all know that investing, just like almost any other part of life, involves risk. Knowing what your clients’ risk tolerance is, however, is the key to a truly successful and fulfilling business. As advisors, we can easily fall into the trap of assigning risk...

There are many learning opportunities available around the country for advice-based financial advisors who want to grow their business and become better fiduciaries for their clients. I’ve talked at length about learning from books, videos, and podcasts, but sometimes...

I have a motto as a mentor that I tell the advisors I work with on an almost daily basis: the more you learn as a financial advisor, the more you’ll earn. While this motto can refer to multiple ways of learning such as reading books, listening to podcasts, and...

As anyone who has read my blogs knows, I absolutely love to read books and I think they have made a huge impact on my level of success. I really enjoy recommending my favorites to other advisors, especially if I know they have the same love of reading. Last year, I...