Are You Serving or Selling? A Financial Advisor’s Dilemma
Recently, I took my children on a trip to our local library. Among the stack of books they eagerly checked out was an old favorite of mine — a “Choose Your Own Adventure” novel, where you, the reader, get to take on the role of the main character. Each short chapter is concluded with a …
Market Like a $6B RIA
As 2015 came to a quick close, I looked back to reflect on the many conversations that I was fortunate to have had late in the year with top advisors from around the country. What was astounding to me was the consistency in conversations related to growth goals through marketing initiatives for the coming year! In …
The Entrepreneurial Power of Potential
POTENTIAL. It is something that we all wake up with every day. We are given the choice of reaching for it, or letting it waste away.
10 Critical Areas to Consider Before Partnering
I once heard that Einstein said the definition of insanity is doing the same thing over and over again and expecting different results. I attributed this definition to him or for years, until recently, I found it was also credited to Mark Twain, Benjamin Franklin and even an old Chinese proverb! Today, I just like …