All that you need to know to get your life and your practice on the level you want it to be

Thursday, Mar 31, 2022

Let’s Get a Copy Of The Tax Return

Instead 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.”

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Thursday, Mar 24, 2022

Value Adds

If 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.

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Thursday, Mar 17, 2022

Is That OK With You?

One of the most significant differences between ‘good’ advisors and rock-star level advisors is their use of open-ended vs. closed-ended questions.

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Thursday, Mar 10, 2022

Email Is Still Mail

Somewhere 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?

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Thursday, Mar 03, 2022

Like Coke from a Coffee Mug: Run Your Best Client Meeting

Client meetings can be a dreaded part of a routine or you and your clients’ favorite part of your working relationship

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Thursday, Feb 24, 2022

Secrets To Surging – What Other FA’s Don’t Tell You About Surging

Surge meetings happen with the Financial Advisors systematically holding client meetings in strategically designed blocks of time.

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Monday, Feb 14, 2022

Is The Financial Advisor Community Too Sensitive To Change?

“That’s a little harsh, don’t you think?” Was something that I heard recently from a group of Financial Advisors…

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Sunday, Feb 13, 2022

ROTH Conversions And Capital Gains – Paying The Devil You Know

Some other day we will discuss the merits of ROTH conversions and Capital Gains harvesting, but for today, let’s focus on the taxes that must be paid when these tax strategies are used.

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Sunday, Feb 13, 2022

Should We Buy Gold?

Spouses, 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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