A ping-pong table can change your business and your life
The act of playing ping-pong with your team will open up your collective thinking in ways you can’t imagine.
What do you dislike most about your business?
None of us were intended to be great at all the roles and responsibilities in our business.
A hypercar approach to building your practice
What if we do what hypercar makers do and introduce change long before it’s required of us?
Advisor philosophy trumps everything else
Real Returns: Does your practice reflect your professional philosophy and unique voice? If not, it should.
What insurance agents can learn from Porsche
There’s one simple thing that will make a high-net-worth client choose you.
Is this the calm before the fiduciary storm?
These five steps will help you prepare for the uncertainties ahead.
Are you being effective or just busy?
Is the mountain you are climbing so heroically the right mountain?
New Year, new theme, massive productivity gains
Here we are, at the outset of another year. Each New Year is full of promise, hope, and maybe even some fear of the unknown. While we all share the same mixture of feelings, we all would like this year to be our best.
Charging planning fees
As the advisory business matures, and policymakers have their way, those who hold themselves as financial advisors better be ready to actually advise.
Why imagination makes you a better advisor
The right imagery can turn a skeptic into a believer in minutes.