FINANCIAL ADVISOR BLOG
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
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
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
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
Practice Management 2024 – Wake Up!
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
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.