You don't need a six-figure portfolio to work with a professional.
Friends may be well-meaning, but still wrong.
Energy is an interesting thing, isn't it? We can do the same activity - say, work out or make dinner - but bring a different
Think about it. You're a busy Advisor. A busy person. I'm guessing you're a pretty tough customer, and it's not easy for
So what can you do to demonstrate this connection in a way that truly impacts people? Caring, empathy and understanding. Create
Fiduciaries put a client's best interest ahead of their own. Full disclosure of compensation is also required of advisers
Building a successful financial practice -- or any business -- takes a lot of work. It also takes persistence, courage, patience, intelligence, spirit, humor, and many other personal qualities that you will find yourself stretching to grow into.
And who wouldn't want more things to celebrate? In our quest to improve, to grow, build our business and achieve greater
Several of my advisor clients are brand new to developing a financial services practice. They've recently graduated from university in business or finance, or made a lateral move from another career. They have newly minted accreditations from passing those challenging exams. Is this you? Okay, so now what?
Sales is a long business. It's a marathon, not a sprint. There are 'sprint moments' on the journey (deadlines, targets), but what you've signed up for is not a short-term gig. As long as you're in business, you'll be in sales.