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What’s Your If-Then Loop?
UPCOMING EVENT:🚀 Unlock the AI Advantage for High-end Financial Advisors🚀 How AI Is Helping Elite Advisors Deliver a World-Class Client Experience?…The financial advisory world is evolving fast, and Artificial Intelligence (AI) is leading the charge. The most successful, high-end advisors are not worried about automated services taking over their businesses. Why? Because they’ve figured out […]
Do It for the Plot
Can your entire team describe the value you provide to your clients, and what makes you better than others who do what you do? Set a goal this week to ensure that everyone on your team can recite your Ideal Client Profile, can describe what you do, and what makes you better. When they pass […]
I Would Rather Give You a Kidney
[Financial Advisor Mastery] Relationships with Ideal Clients based on honesty is both delightful and surprising to affluent clients (they’re not accustomed to candid brutal honesty) https://mailchi.mp/gapingvoid/i-would-rather-give-you-a-kidney
Love Made Visible
This is the goal (below). Our objective is to build a team that makes a difference in our client’s lives, while also providing true meaning to those serving on our team. WOW. What a humbling vision. https://mailchi.mp/gapingvoid/love-made-visible
Jeremy Siegel On Why Rising Stocks Won’t Peter Out
If you don’t pay attention to what Professor Jeremy Siegel, of the Wharton School, has to say about the long-term financial markets, you’ll likely miss the biggest and most obvious messages the financial markets are telling us about the long-term. He’s been making the point that the equity markets are where long-term investors should be […]
The Scariest Place to Be
What would make a client fire their Financial Advisor on the spot and hire you? If you’re a high-end Financial Advisor, this question should consume you. If you’ve been hired to coordinate all the financial affairs for affluent families, this means you established a relationship of trust at some point. At a point, this family […]
Do More, Think Less
You can make $10,000 an hour. What’s that, you say? I said that you can do activities that will earn you $10,000 per hour. I write this column for Financial Advisors who are serving individuals and families, but this is also true for any professional services provider in the financial services industry (accountants, lawyers, etc.). […]
