Do Full Service Advisors Deserve Commensurate Compensation?
There’s probably precious little a Financial Advisor can offer that you aren't offering. Some Advisors do taxes and some do not, but basically we all generate revenue the same...
There’s probably precious little a Financial Advisor can offer that you aren't offering. Some Advisors do taxes and some do not, but basically we all generate revenue the same...
When people get poor service, they are not the least bit surprised. People no longer expect good service except in the very finest of establishments, places where they willingly pay...
If anybody asks, you don’t have a job. You have a career. Think that way. Think like a lifer. You are here to stay. A job involves the pursuit of...
Charismatic Financial Advisors are great communicators. They connect on an emotional level. They get people to buy in, to believe. Just imagine that you alone can make someone act...
What’s so magical about having goals? It’s not so much that we don’t achieve them. It’s that we too often conveniently forget we even have them. With or without...
Geoffrey James writes a wonderful column for Inc.com. Recently he reviewed a book about business storytelling. In his article, James recapped the seven ingredients that make a story great....
Lance Armstrong once observed that a boo is a lot louder than a cheer. He’s right. And a no is a lot louder than a yes. Advisors (and wholesalers) who...
I have a friend who is married to one of America’s most successful professional golfers. My friend is a golf pro, but a teaching pro. He is...
Generally speaking, there are only three objections you will ever hear: I don’t have any money, I already have an Advisor and a third catch-all category we’ll call “I’m...