Before giving someone else advice about their practice, make sure you’re not the one speaking out of turn.
See MoreInstead of trying to argue with the client about the dangers of owning rentals, simply ask that the client get a copy of the tax return because “like fishing stories, everyone tends to exaggerate how much money their rental makes, EXCEPT when reporting it to the IRS.”
See MoreIf you are routinely providing clients with value adds in a consistent, efficient, and deliverable manner, the fear and doubt surrounding whether or not you’re worth what your charge begins to dissipate.
See MoreSomewhere along the way, we forgot that email is just that… mail. If you received a piece of written correspondence from a client, would you rush to your desk to send a letter back?
See More“That’s a little harsh, don’t you think?” Was something that I heard recently from a group of Financial Advisors…
See MoreSpouses, come in to meet with you and they begin expressing concerns about inflation, the dollar strength/weakness, and ask – should we buy gold?
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