John McCain’s battle with glioblastoma may cause you to reflect on your process as a financial advisor.
A Tissue of Lies
There is a “tissue of lies” perpetuated by much of the securities industry that could keep you from reaching your retirement goals.
Fidelity’s Zero-Fee Lesson for Advisors
It’s a wonderful time to be an informed investor. In August 2018, Fidelity announced two no-fee index funds. Investors can now get exposure to the global stock market for no cost. Zero.
The Worst Way to Botch a Referral
You spend a lot of time, effort and money to generate referrals. When you finally get one, you handle it with great care.
When Telling Your Story is a Big Mistake
Sales coaches emphasize the importance of storytelling, especially when you can seemingly entertain others with a tale about yourself. While doing so has a role in establishing trust and rapport with a prospect, it’s far more limited than you think.
Help Me Help America’s Middle Class
America’s middle class is in crisis. They’re facing a retirement tsunami. Together, we can make a real impact.