How to Apply Positive Psychology Concepts to the Financial Planning Process
Dr. Martin Seay on how we can apply the concepts of positive psychology to the financial planning process
Using the “Client Experience” to Generate $3 Billion in Organic Growth
Michael Chasnoff discusses how he grew Truepoint Wealth Counsel, his fee-only wealth management firm, to $3 billion in AUM and 750 households—without any mergers or acquisitions
What Do the Ironman, Death, and More Than 600 Advisors Have in Common?
John Hyland on lessons from Ironman and a brush with death that you can use to transform your business, your life, and your clients' lives
The Advisor Who Gets the Most Client Stories…Wins
Noted author and speaker Mitch Anthony, want to refocus our industry on a different story: the client’s
A Barron’s Top 15 Advisor on His Unorthodox Way to Billions in AUM
Steve Cassaday and I talked about how he’s grown from $44 million in AUM to the #12 ranked advisor in Barron’s list of the Top 100 Independent Financial Advisors and $2.7 billion in AUM
How to Ask Better Questions to Uncover Your Client’s Values and Motivations and Drive Desired Behavior
Dr. Elliot Berkman discusses the concept of the will and the way and how to increase our motivation and influence other people's behavior
My 3 Words for 2018
Pick 3 words that motivate you, remind you, and guide you on your road to making 2018 your best year ever. Write them down and review throughout the year
My 3 Words for 2017
Could 3 words be the difference between success and failure over the next 12 months? Here's my 3 word exercise that could be hugely profitable to you
Most advisors are missing this surprising opportunity
Michael Haubrich created the concept of "career asset management" as a way to help add value to his clients using an asset that advisors typically neglect.
My 3 Words for 2016
My 3 words that will guide my actions in the year ahead. I picked up this idea of “My 3 Words from Chris Brogan.