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

Learn to Love Running Uphill

By | 2018-08-11T10:21:52+00:00 August 11th, 2018|

I was a competitive distance runner back in high school and college. Cross country was my favorite. And I learned quickly that most runners hate running uphill. So I decided that I would learn to love running uphill and make “passing runners while running uphill” my trademark move. (As an aside, there’s nothing more demoralizing

The Importance of Self-Awareness and Action in Delivering Great Financial Advice with Joe Deitch

By | 2018-08-07T18:04:22+00:00 August 6th, 2018|

If you don’t “know thyself,” you’ll have difficulty succeeding in a world where technology is making average human advisors obsolete. Self-aware advisors understand that they have blind spots and they seek to shine a light on them, make changes, and turn them into strengths. Joe Deitch, the founder of Commonwealth Financial Network, joins my podcast

Every Client Should Have a Different Client Experience

By | 2018-08-18T15:23:03+00:00 July 30th, 2018|

It's become conventional wisdom that advisors should strive to create a consistent client experience, a "Starbucks experience" if you will, where every client has a similar experience regardless of which advisor or office the client works with. Unfortunately, following this advice could lead you down the wrong path and cost you a lot of new

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