FINANCIAL ADVISOR BLOG
FCOO – Managing Hiring/Recruiting
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 A FCOO?
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
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
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
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