Dec 2, 2021
We're about to have a "Family Moment"…
This is when we have a tough-love conversation about the fact that things will never be the same again -- And that it's not a "bad thing" if you embrace and capitalize on the change. In fact, we are seeing a major “COVID bounce” that spans across multiple business...
Dec 2, 2021
Baby Boomer retirements DOUBLED in year 2020 over what took
place in 2019!
Oct. 25, 2021, Investment News: Early Retirement surging as a
result of Covid, research finds.
An estimated 5.25 million people who left the workforce during the Covid-19 pandemic and of that, 3 million (which is over 57%) appear to have retired...
Nov 11, 2021
Overlapping the areas that matter with the areas that can be controlled is a recipe for a successful business model…but then overlapping your passions as the third dimension, that is what can build a dynasty!
Consider subscribing for continued insights from Advisor
Advancement:
Nov 4, 2021
Achieving your ideal practice requires you to be a contrarian. You will never get there following the mainstream down the path of products, pricing, and performance. But you can get there through Process and Platform Partnership.
Oct 28, 2021
Introductions are light years better than referrals; however, most advisors don't know how to duplicate the clients that are likely to make those introductions! It’s crucial that you must first uncover and quantify them.