You are caring, competent, conscientious and dedicated to the well-being of your clients. Yet, I wonder if there are gaps in the financial planning you are providing.
An Open Letter to Financial Conference Organizers
Financial conferences are great for learning about complex investment and planning topics. But they fail to offer sessions that would give advisors the tools to use this knowledge effectively.
Most Stocks Suck
Only 4% of the total number of stocks (1,092 stocks out of a total of 25,967) accounted for the net gain for the entire US stock market since 1926.
How to Tell in Three Minutes if Someone is a Successful Advisor
What is that single trait that distinguishes successful from not-so-successful financial advisors?
A Different Understanding
You spend a lot of time trying to differentiate yourself. How many times have you seen this menu item on advisor’s websites: Why we’re different?
How to Work 6.5 Fewer Weeks per Year
Here’s an example of how you can use Parkinson’s law as a productivity hack. You can adjust the goal to make it one that works for you.