Better Path Journey
006: Defusing Mental Hand-Grenades
The most dangerous words an investor can believe are, 'It's different this time.' Think about...
004: Underpromise and Overperform: Set the Bar Rationally and Look Like a Hero
Ever wonder how to get clients to actually love you? Try setting their performance expectations using long...
003: Investment Introductions Will Set You Apart
A simple concept that takes 10-15 minutes that will work with prospects or clients that...
002: Taxing Equity Returns Annually as Ordinary Income is JUST PLAIN NUTZ
In this episode of Advisor Masterclass: Timeless Wisdom For Financial Advisors, we dig into a...
When Words Become More Than Just Words: A Lesson in Client-First Ethics
Words matter. As FAs, expressing ourselves with concission and brevity should always be our goal....
“What If Today Was Your Last ‘Someday’?”
Close your eyes for a moment. Imagine you're at the end of your life, looking...
A Word of Caution For the Next Gen Financial Advisor
There is a tectonic shift taking place in the Financial Advisory Industry and the average...
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