Advisor Newsletters

What if everyone who met you said you were a very special, unique person for whom they had very positive feelings.

Is this the first encroachment on your business which is likely to be followed by more sophisticated offerings, as artificial intelligence continues to improve?

As an advisor, you’re not really engaged in “comprehensive” financial planning unless you take into consideration the possibility of a grey divorce.

Your website is all about emotions and feelings. But those emotions and feelings should be yours, not those of a photographer you’ve never met.

When I start a new relationship with a coaching client, I engage in my own form of “discovery.” It’s important for me to understand how you currently approach the process of trying to convert a prospect into a client.

When you are asked for advice, consider reflecting on your limitations. Is this something where you have specialized expertise?