5 Tips to Grow Your Advisor Business in Bad Times
There will be many challenging times during your journey as an independent financial advisor. Some of those may be related to the economy or the market, while others, such as the recent pandemic, will be crises we never really see coming. The most successful advisors...
Independent Advisors: Here are Three Signs You’re Not Running Your Business Like a Business
As an entrepreneurial advisor, it’s easy to develop tunnel vision. After all, you started this business because you wanted the freedom to serve others, right? But you can’t effectively help your clients if you’re not also taking care of your business and ensuring its...
How Independent Advisors Can Hold Effective Virtual Meetings
In this new environment, it’s likely that none of you reading this are holding traditional meetings any longer. Gone are the days (temporarily) where large groups of people would gather in conference rooms or at restaurants to present ideas, brainstorm, or create...
How Independent Advisors Can Co-Work from Home Without Driving Each Other Crazy
As an independent advisor, you may be used to working in a non-traditional setting. One of the perks of being an independent advisor is that you can work from home, from a coffee shop, from a beach in Mexico, or pretty much wherever you want. Though you may be used to...
The Growth Imperative Myth: Patrick Tucker Explains His Theory Behind Growth for Growth’s Sake on Michael Kitces’ Financial Advisor Success Podcast
I recently had the opportunity to participate in Michael Kitces’ popular Financial Advisor Success podcast. You can listen to the entire interview by clicking the 'play' button above. I talk about a variety of topics during this podcast including the “three Ps”...
The CARES Act and How It Will Affect You as a Business Owner
As most small to medium-sized business owners know, the Coronavirus Aid, Relief, and Economic Security (CARES) Act has recently been passed and will provide assistance to those businesses that have been affected by Covid-19 and that qualify. Due to the breadth of this...


144 S. 39th Street
Omaha, NE 68131
