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“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

Grab My Seat

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.

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...

How Entrepreneurial Advisors Can Use Social Distancing to Their Advantage

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...

Don’t Create a To-Do List: Create a What NOT to Do List

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...

Clients Asking if They Should Invest in Gold? Give Them the Same Advice as Warren Buffett Would

One of the perks of being an independent advisor is that you can be absolutely, 100% honest with your clients without worrying it will affect your commissions or get you in hot water with a broker. When your entire practice is based on giving sound advice, you not...

How Independent Advisors Can Get (and Keep) a Mentor

I’ve talked a lot in my blogs about the value of having multiple mentors to help you achieve success as an independent advisor. I truly believe that no man is an island and that to get to the top of the game, you need to work with others along the way. Though I’ve...