by Patrick Tucker | Aug 27, 2018 | For Financial Advisors, Success
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...
by Patrick Tucker | Aug 13, 2018 | For Financial Advisors, Success
Do you know how many actions in your life are a result of blind tradition? Blind tradition can be defined as a habit that is performed simply because ‘it’s always been done that way’ and that you never really examine to find out why. I heard a great story that...
by Patrick Tucker | Aug 2, 2018 | For Financial Advisors, Success
Not all financial advisors are created equally. While some are perfectly content to buy stocks for their clients and help them fund retirement accounts, others want to go deeper and form a stronger relationship with those they advise. If you’re an advice-based planner...
by Patrick Tucker | Jul 17, 2018 | For Financial Advisors, Success
What do Walt Disney, Albert Einstein, and Steve Jobs all have in common? Many of you might say imagination, which is certainly true, but I would argue that there was something else there that made them truly great: curiosity. These three great innovators knew that if...
by Patrick Tucker | Jul 10, 2018 | For Financial Advisors, Success
No matter what you tell people (or yourself), you likely want to be known as an interesting person. This can be especially prevalent among financial planners who often have the stigma of being boring or sticks in the mud. Unfortunately, many advisors try so hard to...
by Patrick Tucker | Jun 19, 2018 | For Financial Advisors, Success
Feeling responsible for others certainly has its place in both our personal lives and in our careers as advice-based planners. However, the problems come in when you take that level of responsibility to an unhealthy level and it turns into over-responsibility. There...
