Articles

Featured image for “A Hypercar Approach to Building Your Practice”
September 28, 2022

A Hypercar Approach to Building Your Practice

Why does a street legal car need to have the ability to travel to speeds of 253 miles per hour? It doesn’t, but there’s one that did just that. When the Bugatti Veyron was introduced back in 2005, it set the automotive world ablaze. Story after story was written about the mechanics and thrills of
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Featured image for “Newsletter October 2022: Business Builder”
September 28, 2022

Newsletter October 2022: Business Builder

How often have we told clients to “Buy the dip, dollar cost average in, or rebalance the portfolio to take advantage of volatility”? These are more or less generally accepted truths about investing that we all subscribe to. Each of these strategies, however, goes against our human nature, which is why we have to keep
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Featured image for “Newsletter July 2022: Business Builder”
June 30, 2022

Newsletter July 2022: Business Builder

The biggest breakthroughs in our business generally happen because of one of two reasons: 1. We approach a problem from an entirely new perspective, or 2. From an extremely painful experience, which generally causes the new perspective in option #1. In other words, it’s the obstacles that we confront that lead to the biggest breakthroughs. 
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Featured image for “What Do You Dislike Most About Your Business?”
June 30, 2022

What Do You Dislike Most About Your Business?

It’s astounding how much I paid to have someone ask me that question. And they didn’t ask me just once, not twice, but six times. Yet it was worth every penny. Something was brewing inside of me that simply had to be dealt with. It’s probably brewing inside of you too. It was nagging at
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Featured image for “Complexity and Affluence: Busting the Myth”
April 1, 2022

Complexity and Affluence: Busting the Myth

Myth: Busted. I’ll never think the same way again. What myth, you ask? The myth that all clients want their planning to be simpler and less complicated. Ah, if only life could be as simple as it once was.
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Featured image for “Newsletter April 2022: Business Builder: Three Types of Prospects”
April 1, 2022

Newsletter April 2022: Business Builder: Three Types of Prospects

We can all agree that without a flow of qualified prospects, an advisor isn’t able to do all that much advising. We need prospects and we need them to become clients in order to build a healthy business that serves people in their financial planning needs. But I think it’s worth considering whether all prospects are created equal. Because if they’re not all the same, then should we consider treating them differently from one another? I’m not just talking about A, B, and C clients either. There’s something else going on that we really should pay attention to.
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Featured image for “Align Your Marketing Perception With Reality”
January 6, 2022

Align Your Marketing Perception With Reality

How do we perfectly align what we do for our clients with what they say we do for them? If we’re really honest with ourselves, we’ll admit that what we think about ourselves rarely matches what other people think about us. Knowing that, how do we ensure that our value proposition, the core thing that we think about ourselves, is heard by others in the same way we see it? 
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Featured image for “Newsletter January 2022: Business Builder: What Can A Billionaire Teach Us About a Wealth Mindset?”
January 6, 2022

Newsletter January 2022: Business Builder: What Can A Billionaire Teach Us About a Wealth Mindset?

In the pursuit of better understanding how money really works, and probably more importantly, how people interact with and handle money, an advisor eventually comes face-to-face with the study of behavioral finance. That is, the formal study of how we really make decisions and why we make them. It’s fascinating.
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Featured image for “An Advisor’s Value”
September 30, 2021

An Advisor’s Value

In an era when people are questioning whether they even need a financial advisor, when automated investing services threaten to undermine the advisory business, and easy gains have lulled people to sleep, you and I will have stress test moments to prove ourselves – and our value – to our clients. How will we do? More specifically, how will YOU do?
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Featured image for “Newsletter October 2021: Business Builder”
September 30, 2021

Newsletter October 2021: Business Builder

When we consider what the advisory business actually is, a lot of thoughts come to mind. You have yours and I have mine. And while it’s unlikely to get two people to come to a perfect agreement on just about anything, I’d like to suggest that our business is primarily focused on helping our clients achieve their objectives. Simple enough, right? So, if that’s fundamentally true, why does it often seem so complicated to run a successful advisory business?
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