Client communication. Research. Prospecting. Meetings. Monitoring accounts. Account analysis. Marketing. Writing. Analysis. Planning. When clients are counting on you to help..
Without turning this into an exposition on Joseph Campbell’s work, myths exist for a reason. They provide lessons and explain experiences, the world, and the journeys we may take...
We live in a world that’s constantly changing and evolving, on both micro and macro levels. And, if you’ve been a financial advisor for any length of time, then you know how the..
A runner, a cyclist, a swimmer, or any other athlete, even the weekend warrior, knows about their performance and they’ll have data for you. They’ll have measurements and..
“If you enjoy what you do, you’ll never work a day in your life.” That’s the career advice a lot of us received from family members or even teachers and mentors in our youth. Some..
From microwave ovens to smartphones, technology is designed to make our lives easier, or at least simplify common tasks like communication. Unfortunately, many firms have been..
One of the first questions we ask our clients, typically in an initial meeting, is what their long-term financial goals are. Once we understand that, we can start determining our..
“If you cannot see where you are going, ask someone who has been there before.”- J Loren Norris There are few fields, few industries, few jobs, for which a mentor is unnecessary...
One of the great things about a career in financial advising is that it’s a big umbrella. If you want a regular schedule, you have options. If you want significant earning..
The Clash famously asked “Should I stay or should I go?” and there’s little doubt that most of us have asked that question about any number of situations in our lives. However,..