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When Clients Have Sentimental Value For a Stock or Other Assets

Have you ever had a client who had a fairly lar...

First Meeting Framework. Shorter Meetings = More Clients

In this post, I'm going to share why you should...

I want to show you how to create and communicat...

When To Charge For a Financial Plan and When Not To Charge

I get this question a lot from financial adviso...

My Favorite Way to Get Client Referrals Using Gratitude

Have you ever felt uncomfortable asking your cl...

Say This When Reviewing Financial Plans on Monte Carlo With Clients

For years, we purposely did not show our client...

If you're a young advisor in your twenties, you...

Virtual Financial Advisor: Two Ways To Enhance Your Virtual Meetings

When we had to go virtual in 2020, we made a fe...

Four Questions Prospects Need Answered In The First Meeting

There are four crucial questions that every fin...

Here's How To Use The One-Page Financial Plan with Clients

The One-Page Financial Plan has worked so well f...

In this post, I’m going to share a practical way...

Please Tell This To Prospective Clients Who Are Close To Retiring

During a volatile market time, have you ever had...