How many dimensions do you operate in? Behold yon miserable creature. That Point is a Being like ourselves, but confined to the non-dimensional Gulf. He is himself his own World,... read more →
This week, we‘re viewing that ambiguous liminal space between client and financial advisor (or business owner) from the point of view of the financial advisor. It’s up to you to... read more →
Most financial services professionals I know are looking for a “silver bullet” for gaining a steady stream of client referrals. Why does the silver bullet elude us? The silver bullet... read more →
Please Read - Disclaimer: Because this is such a sensitive topic to some of my readers, I want to clarify that the intent of this blog inform you of the... read more →
The financial advising profession—like all professions—has many sacred cows. As you remember, a sacred cow is an object that is accorded deep reverence but is also considered immune from question... read more →
If you’re of any age between the Millennials and the Boomers, you’ll want to read this blog. It could help you or someone you love optimize the benefits they receive... read more →
Last week we examined two men who experienced that liminal doorway we aspire to cross through—the one to financial prosperity. Let’s see what each experienced next. Like scores of lottery... read more →
What is the “It”? The “it” is a Fourth Marriage—the marriage between Self and Money. (Click HERE for my Sept. 17, 2013 post referencing the other three marriages per David... read more →
Those of you who bear the CFP moniker or are NAPFA members are committed to the fiduciary standard of acting truly in your clients’ best interests. In the spirit of... read more →
Last week (click here for Part 1) we discussed the value of getting to no quicker, whether it’s in a conversation with a potential client or challenging a current client... read more →
