Most financial planning business owners start out as experts in their field of financial planning. They are financial coaches to their clients first and foremost and have built serious businesses over time, putting their clients and staff first. Many of our clients...
Amidst all the changes facing advisers, I came across this saying the other day, and considering it from the point of view of what advisers are going through right now has helped quite a few people… ‘All suffering comes from the attachment to an...
The thing about change….I talk here about facing it when you don’t agree with it – also just as relevant for making change because you choose to innovate!
We see it all the time: overwhelmed advisers making the mistake of working harder and putting in more hours just to get more done… While there’s something to be said for hard work, what you should be focused on (ESPECIALLY with all the challenges at the...
Professionally and personally… your clients come to you to help them get their financials in order and make better decisions to live their best life – and it’s hard to serve them well when you’re not firing on all cylinders. We need great leadership in...
When you can’t change the environment you’re working in, what CAN you do? We’ve been having so many conversations with advisers who are depleted by a wide range of factors outside of their control that I was inspired to shoot this the other...
