October 14, 1985 was a pivotal day. Had I made a different choice that day you would have never given a crap about anything I would...
We find ourselves more interesting than anyone else. Talking only about yourself is a one-way ticket to boring your prospects. But you’ll see Financial Advisors being guilty of...
Every Financial Advisor on the planet should be doing this. “Listening to recordings of a potential client interviews has been the most valuable professional development experience...
I’ll let you in on a secret….. We find ourselves more interesting than anyone else. Talking only about yourself is a one-way ticket to boring your...
Could your communication skills save your life? According to my colleague in the Speakers Roundtable, Capt. Charlie Plumb, the answer is YES! He survived 6 ½...
The evidence of brilliant client interviews is the existence of high-trust client relationships. Ask most financial professionals if they have good client relationships and they say,...
According to Investopedia, an alternative asset is any non-traditional asset with potential economic value that would not be found in a standard investment portfolio. This column...
The easiest way to start a conversation with a stranger, after the standard exchange of names, is to ask a question — preferably something less bland...
Every Advisor should re-do the math for their personal financial plan. Add another 10, 20, or even 30 years to the forecast to have enough money...
According to Investopedia, impact investing is investing that aims to generate specific beneficial social or environmental effects in addition to financial gain. The purpose of this...
