by Patrick Tucker | Jul 26, 2016 | For Financial Advisors
The very first client meeting is one of the most intimate and comprehensive meetings you’ll probably have with your client. This beginning stage of gathering ALL the information is when your client begins to trust in you and disclose extremely personal matters. So...
by Tierney Tyan | Jun 21, 2017
Mentoring Financial Advisors to Entrepreneurial Freedom Patrick Tucker is the founder of True Measure Wealth Management and has over 20 years of experience in the financial services industry. As he got started in financial planning services he quickly...
by Patrick Tucker | Aug 15, 2016 | For Financial Advisors
Throughout history, our industry has done a good job of confusing the consumer about who “financial advisors” truly are and how we are compensated. The hundreds of titles and acronyms used to describe us and the many different fee-structures aren’t communicated...
by Patrick Tucker | Feb 14, 2019 | For Financial Advisors
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...
by Patrick Tucker | Mar 10, 2017 | For Financial Advisors
When I say ‘vulnerability’, I can almost feel my readers cringe—especially if they’re male! Vulnerability has really gotten a bad rap over the years. It brings to mind weakness and being overly emotional, which is not at all what being vulnerable is about. If...
