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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.
Curiosity: The Secret to Your Entrepreneurial Success
What do Walt Disney, Albert Einstein, and Steve Jobs all have in common? Many of you might say imagination, which is certainly true, but I would argue that there was something else there that made them truly great: curiosity. These three great innovators knew that if...
Want to be More Interesting to Your Clients? Here’s How
No matter what you tell people (or yourself), you likely want to be known as an interesting person. This can be especially prevalent among financial planners who often have the stigma of being boring or sticks in the mud. Unfortunately, many advisors try so hard to...
How to Work Through Money Shame with Your Financial Planning Clients
As an advice-based financial planner, you likely work with plenty of clients who have negative beliefs regarding money. One of the most pervasive and damaging is having a shameful attitude either toward spending money or toward not having saved enough for retirement....
How to Focus on Your ‘Why’ of Being an Entrepreneur
Do you ever stop to think about the ‘why’ behind what you do every day? As entrepreneurs, many of us focus too much on the ‘how’ and ‘what’ of our careers, but we never drill down deeper to discover why we want to own our own company. We want to know how to build a...
How Over-Responsibility Can Kill Your Financial Planning Business
Feeling responsible for others certainly has its place in both our personal lives and in our careers as advice-based planners. However, the problems come in when you take that level of responsibility to an unhealthy level and it turns into over-responsibility. There...
Money Management for Couples: How to Help Your Clients Discuss Money without Fighting
Almost everyone knows that money and finance issues are one of the most common causes of divorce in our country. Because finances are such a minefield for many couples, they often avoid talking about it and just hope that everything will work out. As the divorce...
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They begin with how he transitioned from the corporate world to the world of entrepreneurship, discussing many things in this episode, from his business philosophy to his courses, to fitness, books, and how he got involved in grass-fed beef.
From Corporate Life to Entrepreneurship with Patrick Tucker
They begin with how he transitioned from the corporate world to the world of entrepreneurship, discussing many things in this episode, from his business philosophy to his courses, to fitness, books, and how he got involved in grass-fed beef.
True Measure is a Registered
Investment Advisor
