Industry-Leading Insights.

If I only knew then what I know now. How many times have you said that? It’s often accompanied by the phrase “sadder but wiser.” If… Read More

Good judgment comes from experience. And experience comes from bad judgment. Nobody likes making mistakes. Yet missteps are essential because we can learn as much from… Read More

“If you’re not growing, you’re dying.” There’s a lot of truth in that old saying. Growth is an essential part of life. We’re designed to grow…. Read More

Mike Trout, Mookie Betts, and Juan Soto are some of the hottest players in baseball today. But these superstars all share something in common. Regardless of… Read More

So, you’ve established yourself as a financial planner. You like the firm where you work and your co-workers. Things are going well. But not, perhaps as… Read More

I talk a lot on this blog about ways to succeed and how to grow your client portfolio. And that’s certainly important. But while you’re busy… Read More

Solid relationships are essential to your success as a financial advisor. They are the bedrock on which everything rests. It’s not enough to have clients; you… Read More

There’s a saying often attributed to the late poet Maya Angelou that directly applies to our profession: “People will forget what you said. People will forget… Read More

Leave it to the man who came up with the Model T to provide some sound advice for our profession. Henry Ford once said, “Coming together… Read More

When I say virtual reality, what comes to mind? Probably images of a George Jetson-type SpaceAge future filled with gadgets like flying cars and robot maids…. Read More