FINANCIAL ADVISOR BLOG
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The Ultimate Deep-Dive Values Discovery Process and Examination Before Discovery
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
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The Ultimate Mindset and Script to Seamlessly Transition to Fee-Based Fee-Only
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
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How might these questions clarify your vision when compensation changes are on the horizon?
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
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How might this deep breathing exercise alleviate your anxiety about compensation changes?
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
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Empathy/Question Email Reply Template
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