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 →
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 →
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 →
When one buys or sells a firm, there are a number of key questions to consider. The art of a business is about building trust. The science of a business... read more →
We’re all questing for the “holy grail” of the right customer or industry segment—where to make more money in less time. Where is the most potential for growth? Where are... read more →
Consider that an elephant’s tail and trunk have roughly the same verbal description–cylindrical, flexible, long appendages. But these adjectives leave out important elements: the former is located on the elephant’s... 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 →
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 →
Don't read this unless you have a Freedom Date! He who has a why can bear any how. -F. Nietzsche First, read about a Freedom Date by clicking HERE. Freedom Dates... read more →
So what is your Money Type? (I am a Magician first but, under duress, am influenced by the Innocent) Were you surprised about what you discovered? Armed with the awareness... read more →
