As we all do, your clients experience the joys and challenges of life’s many different stages. This may include buying homes, having children, getting married, expanding their business and retiring....
One of the fundamental laws of social psychology and human relationships is when you do something beneficial for others, they will be more inclined to reciprocate and do something worthwhile...
In my fifth year in this profession, I was lost and worried. I was working like a horse day and night and made it to the top 20% of my...
There should always be a holistic nature to financial planning. You can either fall into the category of transactional advisors, where you are simply looking to sell a product, or...
If you only work for money, you become selfish. Selfish advisors are not professionals. When you run after money, you are only running. Yes, making money is an objective. If,...
We talk a lot about the value we provide to centers of influence (COIs). If it’s a reciprocal relationship, they have to provide value to us as well. So, are...
Luck is defined as “success or failure apparently brought by chance rather than one’s own actions.” The key word is “apparent” because it brings into play the fact that not...
Accountants and lawyers are well-established sources of referrals for financial advisors. But there are plenty of other centers of influence in places you frequent. Start by thinking about people who can...
