I’ve talked a lot in my blogs about the value of having multiple mentors to help you achieve success as an independent advisor. I truly believe that no man is an island and that to get to the top of the game, you need to work with others along the way. Though I’ve...

Being a financial advisor is one of the most rewarding careers you can get in to. Believe me, I’ve been doing it for over 17 years and I truly get the chance to change lives on a regular basis. However, what I’ve also learned from my years in the business is that not...

I’ve been an independent financial advisor for many years now, and I still find new benefits on a regular basis of being in this industry and being this type of fiduciary. If you’re on the fence about whether you should become an advisor or should leave your big firm...

Everyone ‘knows’ the typical retirement age is 65, right? Do you find that many of your clients continue to cling to that age, even if it’s not advisable – or possible – for their unique situation? As a fiduciary and true financial counselor, it’s your job to help...

Are you ready to start your career as an investment advisor and are considering joining a large investment firm? Or have you been working for a large firm and are getting frustrated by your lack of freedom to serve your clients in the way you want? No matter which...

“Getting your house in order” is a general term for arranging affairs and problem-solving. It can be applied to a number of different situations and those who “have their house in order” are thought to have it all figured out. While many of your clients may have their...