I’ve been an independent financial advisor for many years now, and I still find new benefits on a regular basis of being in this industry and being this type of fiduciary. If you’re on the fence about whether you should become an advisor or should leave your big firm...

Everyone ‘knows’ the typical retirement age is 65, right? Do you find that many of your clients continue to cling to that age, even if it’s not advisable – or possible – for their unique situation? As a fiduciary and true financial counselor, it’s your job to help...

Are you ready to start your career as an investment advisor and are considering joining a large investment firm? Or have you been working for a large firm and are getting frustrated by your lack of freedom to serve your clients in the way you want? No matter which...

“Getting your house in order” is a general term for arranging affairs and problem-solving. It can be applied to a number of different situations and those who “have their house in order” are thought to have it all figured out. While many of your clients may have their...

“Mindset” is a buzzword that gets a lot of attention these days. As an independent advisor, it can be easy to assume that mindset is simply positive thinking and can be summed up by quotes you find posted on Pinterest. For this reason, many advisors fail to understand...

Do you have clients who have gotten burned by lending money to a family member? It’s a common financial problem that I see with my clients (and my friends) all the time. Whether they decide to actually loan the money pr not, simply being asked for a loan by a family...