by Patrick Tucker | Sep 15, 2022 | For Financial Advisors
The world is pretty chaotic right now. And, while I’m a believer that there will always be chaos on the world (I like to call events like COVID and highly contentious elections the ‘apocalypse du jour’s), I feel like we are in a particularly stressful time for a lot...
by Patrick Tucker | Jan 26, 2022 | For Financial Advisors
Are you trying to grow your independent financial advisor business in 2022? Or do you think you’ve already achieved success and just need to stay on the same path to keep the ball rolling? No matter which camp you fall into, I’m here to tell you that you need to...
by Patrick Tucker | Dec 3, 2021 | Investing
Are you trying to build your independent financial advisor business and looking for a coach to help you along the way? Or do you already have a coach and wonder why he or she isn’t helping you achieve the goals you set out for yourself? As a coach who has helped...
by Patrick Tucker | Dec 23, 2020 | Success
Have you left your large broker-dealer to start your own independent advisory business? If you have, you’ve taken the first steps to building a company that allows you to serve your clients in the way you see fit and create a legacy for yourself. Congratulations! But...
by Patrick Tucker | Dec 17, 2020 | For Financial Advisors
Financial advisors have a reputation. If you talk to those outside the industry, you’ll likely hear they all have an agenda, are all the same, or, at the very least, that they all tend to sound alike. If you’re actually in the industry, this can be pretty...