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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 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...
How to Re-Launch Your Entrepreneurial Financial Planning Business in 2019
Hey independent advisors, how was your 2018? Not as good as you wanted it to be? Not good at all? It happens, and there’s nothing you can do about it now. What I do want you want to do, though, is figure out how to turn it all around in the new year. Whether your...
Why Playing Favorites as an Advice-Based Fiduciary is a Bad Idea
Have you developed some close relationships with your clients throughout the course of your career as an advice-based financial planner? If you’ve achieved any level of success, the answer to that question is probably yes. One of the great things about being an...
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...
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