FINANCIAL ADVISOR BLOG
Why And How To Charge Clients For Financial Plans
Jim Rogers, chairman emeritus of Rogers Group Financial, describes how advisors can separate financial planning fees from product recommendations, including plan pricing. He spoke with
“Consciously” Work Hard & “Consciously” Play Hard
It’s 5:23am PT on Monday, April 4th and I’ve been awake since 4am. I’ve been at my desk since around 4:30am PT after completing my
I Need A Doctor
Back in the days when I worked with Tony Robbins, I remember one of Tony’s Power Talks being entitled “Stand Guard On The Door Of
A Day Of Celebration
Happy Birthday to Laura Reilly the most fabulous friend, love and partner that a man could be blessed with.
The Imperfect Communication & Planning System
There isn’t a perfect communication and planning system and I’ve given up trying to create one. I went so far in the early days of
Brand New Webinar From Simon Reilly…
Simply enter your info below for free, instant access to my new webinar that will reveal how to Eliminate Stress, Create More Time, Increase Productivity, and Position Your Advisor Business for a Smooth Succession Using The 5 Advisor Superpowers.