I love to read. And right now, I love reading Ann Patchett. I…
Just like no one can predict the timing of the market, neither can…
Coach clients on their financial behavior by understanding BeFi and having impactful conversations.
Get to the heart of your clients’ financial priorities without making them feel…
When it comes to financial planning, we want to focus on the things…
The next few articles will be about something I call the Goals-Based Construct.…
I have been reading, thinking, writing, and working on listening skills for some…
Radical honesty can move us away from focusing on selling to our clients…
Communication skills are the single most misunderstood, underdeveloped, and underutilized skills in the…
Financial advisors who develop their technical skills are in the best position to…
George Bernard Shaw was famously quoted as saying, “…Eventually, every industry becomes a…