Put Investing in Terms That Clients Can Understand
Everyone knows that cars go down in value. That’s just the way it is. No matter what you pay for a car, and no matter how carefully you look...
Everyone knows that cars go down in value. That’s just the way it is. No matter what you pay for a car, and no matter how carefully you look...
There are two paths you can follow in your career: One that goes uphill or the easy one, which involves simply getting through the day. Not many people take...
When you’re first starting out as a financial advisor getting any work at all can seem like a good thing. In fact, the prospect of turning down new business...
We’ve been getting plenty of questions about common mistakes Financial Advisors make so here’s a quick roundup of things you should avoid doing if you want to take your...
What your clients do this year and going forward will not be dictated by world events alone. It will be dictated by the strength of their relationship with you....
As an advisor, you need to prepare your clients for events that have not yet happened. You need to know in advance how you are going to manage your...
Here’s a question I received from Ricardo in Portugal. He's writing about burnout with an interesting question. What's the greatest cause of burnout among advisors in the United States? I think...
Despite regular and sometimes frightening dips markets continue to rise incrementally over time, continually setting new highs. The problem is that many clients disbelieve this; they panic when the...
If you feel your career is at a crossroads, or that things are not going your way you need to adapt your attitude and learn to make better decisions....
To become a truly elite financial advisor you need to have an incredible work ethic. If you’re new to the business, you will need to spend most of your...