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…
Ever since 2020, have you and your clients been experiencing Everything Everywhere All At Once due to too much of the following Breaking NEWS List?…
This short video provides insights on improving your mindset and flow in any economic climate: Simon ReillyInternational Values and Behavioral Analyst, Business Coach, Speaker and…