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 →
Colorado financial planners, take advantage of a way to serve your clients! If you have any type of financial advisory practice, use this event to build your client relationships. If... read more →
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 →
One of the joys of presenting during Money Smart Week is learning about concerns from participants. The best questions—and answers—often come from either new business owners or the most veteran.... read more →
“Why do you look at the speck of sawdust in your brother’s eye and pay no attention to the plank in your own eye? ...You hypocrite, first take the plank... 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 →
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 →
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 →
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 →
