Investing Is Hard — Get Help from a Trusted Advisor
Some things are just too difficult or stressful to do on your own. Like a dietitian or a personal trainer, a financial advisor can help set up the right plan for you, then monitor and motivate yo... Read more
Planning Alpha – Mortgage Review Edition
The value of a planning-centric relationship-focused Advisor is deep and extensive, covering almost every aspect of a client’s financial life (and even many areas that aren’t at all financial). L... Read more
Becoming More Persuasive #4—Liking
Note: This is the fourth in an occasional series on language, tools and techniques that can help you become more persuasive–a vital skill for making sure more investors are receptive... Read more
Becoming More Persuasive #3 — Authority
Note: This is the third in an occasional series on language, tools and techniques that can help you become more persuasive — a vital skill for making sure more investors are receptive to the advi... Read more
Becoming More Persuasive #2 — Reciprocity
Note: This is the second in an occasional series on language, tools and techniques that can help you become more persuasive–a vital skill for making sure more investors are receptive to the... Read more
Don’t Just Do Something, Stand There!
You’re in a hurry to get somewhere, but you’re stuck in traffic on a crowded freeway. It seems like the lane you’re in just isn’t moving. But the cars in the next lane keep passing you. You’re to... Read more
Pet Smart—Why You Should Be More Dogged About Cataloguing Client Interests
Like many middle-aged empty nesters, my wife and I are passionate about our much beloved and terribly spoiled pets. Our friends know they have to at least pretend to be interested when we... Read more
Coffee or Relationships—What Business are You Really In?
Over the last few years I’ve looked at hundreds of financial advisor websites. Except for a select, thoughtful few, most of these sites are swimming in the sea of sameness. Almost everyone... Read more
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