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The Supernova Advisor by Rob Knapp. Book Summary.

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

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

Here’s a quick review of the book ...

Ask This Question to Clients Over Age 50

In your first meeting with prospective clients...

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

Our firm recently partnered with Betterment...

How Advisors Strengthen Client Relationships And Keep Clients Happy

When we started doing this one thing each...

eMoney New Feature Review

eMoney added a new feature recently that is...

How Top Advisors Build Strong Relationships in the First Meeting

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

Three Secret Ways Advisors Start a New CPA Referral Relationship

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

Start Your First Meetings With These Questions

When I start a meeting with prospective...

Betterment For Advisors Review: After Six Months

We've been using Betterment for Advisors now...

Financial Advisor LinkedIn Strategy. What's Working Now?

In this post I'm going to share what has been...

6 Reasons People Work With Financial Advisors.

These six reasons people work with advisors...