EXPERT ADVISOR ADVICE

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

What Metrics Should Matter To Your Practice?

The AUM is the right metric that shows how successful your practice is....

Thursday, Jun 23, 2022

“This can’t be fixed”

How can you get the person who can fix your problem on your side vs. making their day hell?

Thursday, Jun 16, 2022

Is it a joy or a burden talking with you?

Being 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.

Thursday, Jun 09, 2022

Imposter Syndrome

We don’t talk enough about imposter syndrome, and maybe that is because we create an atmosphere that you have to be just north of confident and slightly south of arrogant to be the best in finance.

Thursday, Jun 02, 2022

Communicating with Clients

How many times have you taken a call from a client that really didn’t need you and needed a team member to help them make an appointment, update forms, relay information, etc.?

Wednesday, May 25, 2022

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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

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Value Adds

If you are routinely providing clients with value adds in a consistent, efficient, and deliverable

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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

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Let’s Take a Look At Your ADV

Before giving someone else advice about their practice, make sure you’re not the one speaking out

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Should We Buy Gold?

Spouses, come in to meet with you and they begin expressing concerns about inflation, the dollar

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