Videos, articles and resources to help you build a FutureProof advisory firm.
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
They say timing is everything. And they are right. Be too early, and you won’t fit in. Be too late, and you might miss a major… Read More
We’ve all been there. You misplace something really important. Your car keys, your wallet, maybe a critical work document. You tear your office apart but find… Read More
Matt Mullenweg knows a thing or two about technology. And people. And how the two can help your firm grow its bottom line. While he may… Read More
What can a 19th-century Russian literary giant teach 21st-century financial managers? Plenty, it turns out. The author of such perennial college classics as War and Peace… Read More
If you’re a Star Trek fan, you know that when Star Fleet cadet James T. Kirk took the Kobayashi Maru test, which simulates a supposedly unwinnable mission, he… Read More