If Your Coach is Not a Financial Advisor, You’re Screwed
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...
Independent Advisors: When Will You Start Acting Like a Business Owner?
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...
Why All Financial Advisors Sound Alike
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...
Independent Advisors: 2022 Success Starts Today
What have you been doing to grow your business lately? Are you like a lot of advisors who have responded to the chaos by putting everything on hold and trying to wait it out? Or have you realized that growing your business in bad times can still be done successfully...
Independent Advisors: Here’s How to Help Your Clients Avoid Pre-Election Panic
Everything will change after the elections…how many times have we heard that over the past few months? While some take comfort in the fact that there will likely be some changes (hopefully for the positive) after the election, others are panicking. Are you getting...
Invest in Yourself as an Independent Advisor to Demonstrate Value
How do you demonstrate your value to your clients as a financial advisor? Too many advisors believe they can demonstrate value by talking up their credentials or sharing past successes. Still, others try to push their expensive educations or years of experience as a...
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