On the fence about Surge? Here are the biggest excuses we hear advisors use for why Surge can’t work in their practice and why they should reconsider.
See MoreSome advisors can deliver 4x more value in a single day than others deliver in a week. Here are three tips to help you streamline your practice.
See MoreThe AUM is the right metric that shows how successful your practice is. Agree?
See MoreHow can you get the person who can fix your problem on your side vs. making their day hell?
See MoreBeing with an upset client or a vendor that screwed something up, if you come in guns blazing, MAYBE you’ll get your way, but you will have burned a bridge.
See MoreThe Internet is full of marketers who will try to convince you that there is one silver bullet to buy yourself a million more prospects overnight. No offense to marketers, but that’s simply not true.
See MoreWhile I spent virtually no time one-on-one with either of these men, they became two of the five people that shaped my practice and my life.
See MoreClients must recognize you as a person driven by their financial success. You can’t control what the prospect does, but you can control what you do.
See MoreThe “No Theories. No B.S. Rule” – You cannot talk the talk if you haven’t walked the walk!
See MoreThere aren’t a lot of words clients hate to hear more than taxes. Keep reading to learn tips and tricks for broaching the topic of taxes with your clients and keeping the entire process smooth and productive.
See MoreYou know what they say: nothing in this world is as consistent as taxes. Unfortunately, we all know how true that can be. However, you may be making mistakes in tax planning that lead your clients to pay more than they should.
See MoreBefore 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 MoreOne 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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