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...
Why Independent Advisors Need to Schedule Life Then Meetings
Why did you start your own independent advisory business? More than likely, you wanted the freedom to serve your clients in the way you thought was best and you also wanted to create a business that fits your lifestyle. Unfortunately, once they get into it, many...
Why Your Coach Should Be an Advisor
Are you ready to take the next step in your career as a financial advisor by either leaving your broker-dealer to go independent or making your already established independent firm more profitable? One of the keys to taking whatever the next step in your journey might...
Leave Your Broker-Dealer to Start Not to Join
Advisors, have you been wanting to leave your broker-dealer? You’re certainly not alone. Many advisors I talk to and work with have been getting increasingly frustrated with the restrictions and conflicts of interest that come with working for a large company. If...
5 Steps to Stop Working for a Broker-Dealer
Do you work for a broker-dealer? The definition of a broker-dealer is a firm that buys and sells securities for its own account or on behalf of its customers and, in the U.S., usually refers to stock brokerages. If you’re familiar with my business, you know that its...
How to Put Your Entrepreneurial Advisor Business GPS on Autopilot
When you’re driving somewhere, you have to know where you’re starting from, where you’re going, and what you want to avoid (think traffic jams or closed roads.) The best way to do that is to plug your destination into your GPS and let it handle the details. The same...


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