How to Keep Evolving the Value You Deliver to Clients with Dan Moisand

By | 2019-01-15T16:03:47+00:00 January 14th, 2019|

Don't just talk about your process to clients and prospects. That's dry and boring. Talk about how they're going to "feel" by going through your process. Get them emotionally engaged from the beginning of the relationship. Advances in technology and rising customer expectations are forcing advisors to "up their game" when it comes to

My 3 Words for 2019

By | 2019-01-14T10:00:52+00:00 January 1st, 2019|

If you could come up with 3 words for this year, 3 words that would drive your actions and keep you on track to make this your best year ever, what would those 3 words be? This is the fifth year now where I’ve begun the year by identifying 3 words that will set the

My 10 Most Popular Podcasts of 2018

By | 2018-12-26T10:54:16+00:00 December 13th, 2018|

Life-centered planning, improving client behavior, the client experience, positive psychology, marketing, and technology are some of the hot topics I got to discuss with finance industry leaders and thinkers on my Between Now and Success podcast during 2018. I think some of these topics, like a renewed emphasis on your human touch as an advisor, will continue

3 Guiding Principles That Lead to Success as a Financial Advisor from Schwab Impact 2018

By | 2018-11-26T15:27:09+00:00 November 20th, 2018|

What are the top firms doing to outperform the rest? How are they growing? What’s the silver bullet that’s going to help my firm hit that 16% five-year growth CAGR I’m seeing from the best of the best? These were hot topics at last month’s Charles Schwab IMPACT Conference in Washington, D.C. And of course,

10 Tips to Exponentially Grow the Audience for Your Content from Investopedia’s Editor-in-Chief

By | 2018-11-05T15:00:11+00:00 November 5th, 2018|

For advisors who want to grow their audience – and hopefully, their client base – content and distribution is King, Queen, and Jack. But how do you build your audience? What is going to set you apart from the crowd and make your blog post or newsletter a must-read, your video channel a must-watch, your

Forbes’ #1 Woman Wealth Advisor Rebecca Rothstein on How Curiosity and Tenacity Got Her to the Top

By | 2018-10-22T11:46:07+00:00 October 22nd, 2018|

What do you need to be a successful financial advisor? An Ivy League degree in finance? A family practice that you can inherit? A group of wealthy connections that you can network? An "in" at one of the major firms? Well, Rebecca Rothstein doesn't check off any of those boxes, and she's currently managing over

Optimizing Your Performance in High Stakes Situations With Naval Test Pilot James Licata

By | 2018-10-09T08:54:56+00:00 October 8th, 2018|

If you want to be a better financial advisor, learn how to land a jet plane on an aircraft carrier in the middle of the ocean in the middle of the night. Ok, maybe I’m exaggerating just a bit … But I really do believe that the top advisors of the future will be those

Creatively Implementing an Internship Program with David Armstrong

By | 2018-10-19T15:37:29+00:00 September 24th, 2018|

Building a top-notch intern program doesn't simply mean hiring a few planning interns. Top financial advisor David Armstrong took it much further and hires creative interns too. These are students who major in the creative fields and can build a portfolio of work at David's firm while David gets to stay on the leading edge

Pricing Your Services to Line Up with the Value You Deliver with Matthew Jackson

By | 2018-09-12T09:24:30+00:00 September 10th, 2018|

The AUM pricing model is prevalent in our industry but in many cases, the pricing is significantly disconnected from the real value being delivered. Depending on your expertise and your client base, you might add value through tax management or estate planning advice. You might add value by fostering a positive attitude in your clients

Top Sports Psychology Coach on Achieving Peak Performance in Any Endeavor

By | 2018-08-27T14:19:54+00:00 August 27th, 2018|

What separates the merely good from the absolute best of the best? Is mastery an end that we can achieve, or is it a lifelong process of continual evaluation and improvement? I've been fascinated by these questions for a long time, particularly as they relate to what drives peak athletic performance and how those concepts

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