Advisor Newsletters

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?

What if you said this to a reluctant prospect? Work with us for no fee for a year. We’re confident you’ll want to continue. If not, no hard feelings.