Build
Your Entrepreneurial
Advisory Practice
from start to finish

Start here

Exclusive Training

“Action is the foundational key to all success.” – Pablo Picasso

The evolution of finance is calling for financial caregivers. When we guide clients on matters of the heart and truly become purveyors of advice, we find lasting fulfillment and the true measure of life for those we serve and for ourselves.

Exclusive Training

“Action is the foundational key to all success.” – Pablo Picasso

The evolution of finance is calling for financial caregivers. When we guide clients on matters of the heart and truly become purveyors of advice, we find lasting fulfillment and the true measure of life for those we serve and for ourselves.

How to Adopt Healthy Boundaries with Your Financial Planning Clients

How to Adopt Healthy Boundaries with Your Financial Planning Clients

Most of us became independent financial planners because we wanted the freedom to serve others in the way that best fits our values, personality, and goals for the future. We wanted to provide a high level of service and develop deep relationship with those we worked...

How to Establish a Monthly Planning Service

How to Establish a Monthly Planning Service

If you’ve read much of anything I’ve written in the past few years, you know that I’m a big advocate of advisors leaving their stuffy firms and striking out on their own. However, some advisors I work with are still hesitant to do so. One of the biggest stumbling...

Are You Growing or Molding as an Independent Financial Advisor?

Are You Growing or Molding as an Independent Financial Advisor?

The Beat Generation author William S. Burroughs is credited with the quote “When you stop growing you start dying.” This is a motto I’ve lived by during my entire career, though I tend to tweak it a little to replace ‘dying’ with ‘molding’ (call me an optimist!)....

How Emotional Agility Helps You Be a Better Advisor

How Emotional Agility Helps You Be a Better Advisor

As an advice-based financial planner, your career will go through many changes. Though you may have a good idea of what you want your practice to look like when you open it, you’ll invariably have to alter at least some of your vision as the market, your clients, and...

Ready to learn more? 

Sign Up for Our FREE introductory training course!

144 S. 39th Street

Omaha, NE 68131

 

GET IN TOUCH