EXPERT ADVISOR ADVICE

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

Thursday, Jun 23, 2022

What Metrics Should Matter To Your Practice?

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

See More
Thursday, Jun 16, 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?

See More
Thursday, Jun 09, 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.

See More
Thursday, Jun 02, 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.

See More
Wednesday, May 25, 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.?

See More
Thursday, May 19, 2022

Show Me the Clients: Update Your Prospecting Strategy

The 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 More
Thursday, May 12, 2022

We are the average of the 5 people with whom we spend the most time – Jim Rohn

While 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 More
Tuesday, May 03, 2022

Meetings That Convert: Amp Up Your Prospecting Process

Clients 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 More
Thursday, Apr 28, 2022

Finding a Mastermind for Financial Advisors

The “No Theories. No B.S. Rule” – You cannot talk the talk if you haven’t walked the walk!

See More
Thursday, Apr 21, 2022

Let’s Talk Taxes: How to Approach Tax Season with Your Clients

There 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 More
Thursday, Apr 14, 2022

You Know What They Say About Taxes

You 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 More
Thursday, Apr 07, 2022

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 of turn.

See More
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.”

See More
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.

See More
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.

See More

Contact Us