My Role as an FCOO (Fractional Chief Operating Officer) is to listen to my clients, work with them to create a vision and plan, and…
Are you ready to partner with an FCOO (Fractional Chief Operating Officer) who will listen to you, work with you to create a plan, and…
Most fact-finders fail because the fact-finder, both process and advisor delivering the fact finder, are all about the facts and not about both the facts…
Banning commissions related to financial products and services has been on the horizon for decades, and Fee-Based Fee-Only is inevitable. The Challenge with Transitioning from…
It is said, “Without Vision, People Perish.” The same would hold for business. Vision is created by the questions we ask and answer. Vision is…
Why am I talking with you about deep breathing? The Values-based advisor will continue to prosper. The Unmet needs-based advisor will continue to struggle. Values-based…
This message was inspired by several of my clients voicing their concerns that their financial planning/insurance clients are emailing them about being worried about some…
You are familiar with the first-morning wake-up call. You know – When you are in lucid sleep, you wake up for the first time. The…