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...

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...

  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”...

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...

We are living through an unprecedented time in history. With thousands out of work and millions staying at home unless they have an essential errand to run, our world has changed. Business owners – especially small business owners – are facing challenges like they’ve...

One of the perks of being an entrepreneurial independent advisor is that you get to do things the way that best suits your needs. But just because you can doesn’t mean that most advisors will set up systems that capitalize on their strengths and effectively manage...