Blog

A Day in the Life of a Financial Advisor

I'm walking into the Streamline office here in W...

Financial Advisor Facebook Marketing Tip

If you’re interested in advertising on Facebook,...

Start Meetings With This One Question

I’m going to share the one question that I use t...

Ask This Question to Help Clients Decide: Roth or Traditional IRA?

A common question we get as advisors is, “should...

The Supernova Advisor by Rob Knapp. Book Summary.

Here’s a quick summary of the book The Supernova...

Values-Based Financial Planning by Bill Bachrach. Book Summary.

Here’s a quick review of the book Values-Based F...

Ask This Question to Clients Over Age 50

In your first meeting with prospective clients w...

Betterment For Advisors Review: What We Like and What Don’t Like

Our firm recently partnered with Betterment and ...

How Advisors Strengthen Client Relationships And Keep Clients Happy

When we started doing this one thing each month,...

eMoney New Feature Review

eMoney added a new feature recently that is desi...

How Top Advisors Build Strong Relationships in the First Meeting

If we don’t connect with new clients in the firs...

Three Secret Ways Advisors Start a New CPA Referral Relationship

There are three ways that you, a financial advis...