FINANCIAL ADVISOR BLOG
Free, Buffer & Focus Days Revisited
I recently read The One Thing by Gary W. Keller and Jay Papasan. Here is how I’ve approached buffer days in the past and what I learned and what I’m going to implement from The One Thing.
What is Your Job as an Advisor?
What is your job as an advisor? Your job is to be able to help them to grow their assets, protect their assets, and
leave a lifelong legacy.
Success Is Not An Event; It Is A Habit! By Dave Beaty
Success is not an event; it is a habit!, a TED Type Talk for a NAIFA State Presentation shared by Dave Beaty.
A Scientific Approach to Your Values
I want to give you a scientific approach to your values. These are the strongest Values Scores that I’ve observed of the strongest advisors in the business over the last 20 years.
Script to Transition Clients to a Fee for Service Relationship
Changes are happening in The Financial Services Profession. Here is a script that you can use to make a fee based transition for some clients.
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.