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All the Feels
The more affluent the Ideal Client, the more decisions are based on emotion rather than facts. The more successful and the more affluent the client’s family, the more their significant decisions are based on emotion rather than on logic simply because the stakes are higher. As their Financial Advisor, you’re in a perfect position to […]
Nobody Likes Playing Tennis with the Net Down
“Volatility Isn’t Risk: Stop Letting Price Swings Scare You Like a Rookie Trader!” Let’s clear up one of the biggest myths about investing: volatility and risk are NOT the same thing. They are two different things. Too many investors—and even seasoned professionals—confuse these concepts, making decisions that hurt their portfolios and peace of mind. Here’s […]
The Psychology of Scaling Culture
Let’s resolve to focus on the things that matter most in 2024. The most successful financial advisors I worked with this year focused on high-payoff activities while delegating or dumping the 80% of activities that generate only 20% of revenue. Make the decision right now that, going forward, you’ll increase the handful of activities that […]
What Samurai’s Teach Us About Service
The most successful financial advisors I’ve ever met have a servant’s heart. A client-focused business means putting what’s best for the client first. What’s best for the team comes second, and what’s best for an individual team member comes after that. We’re here to serve our clients; everything else is secondary.
If It Sounds Too Good To Be True
Why Do Most Financial Advisors Ignore Bitcoin? It’s Time to Start Paying Attention to it… Over the past 15 years, Bitcoin has quietly evolved into a legitimate asset class. Yet, many of us in the financial advisory profession haven’t given it the attention it deserves. If you’ve ever asked yourself, “What is money?” or reflected […]
What Matters Not What’s Easy
FINANCIAL ADVISORS: Are you setting life expectancy too low in your financial plans? Too often, I see Financial Advisors default to a superficial view of mortality tables. For example, a male client reaches 65 years old, and a mortality table suggests he has 17 more years to live. So, we just add 17 and stop at age 82. But let’s pause. If […]
It’s Not That Hard
A Call to Financial Advisors: Immediately Raise the Voltage on Client Service Over the past 20 years, I’ve observed a troubling trend: declining competence and commitment to client service in the financial services industry—client data confirms this regarding Financial Advisors. Ideal Clients are not impressed with Financial Advisors in general. For High-End Financial Advisors, losing […]
A Use It or Lose It Species
Become the Star Financial Advisor in Your Community 🌟So what’s a Star Financial Advisor?… In The Star Principle, a phenomenal book, Richard Koch defines a Star Business as one that operates in a high-growth market and holds the #1 position in its niche. Why does this matter for Financial Advisors? Because inheritance transfers are set […]
The Clues to Success
The 5 Financial Advisor Practice Management Tools: The Operating System for High-End Advisors Running a high-end financial advisory business means delivering consistent, exceptional service to your Ideal Clients—no exceptions, no chaos. But without the right system in place, even the best teams can trip over themselves. Enter The 5 Financial Advisor Practice Management Tools: the operating […]
Bitcoin’s Breakthrough To $100,000
…and Jeremy Siegel’s View On the Future of Bitcoin Most High-end Financial Advisors I work with turn their noses up at Bitcoin. I get the sense that it’s less about opposition to Bitcoin as an asset class, and more to do with apathy. Yet Bitcoin keeps quietly achieving substantial milestones, while 99.9% of Financial Advisors […]
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