The Math Your Practice Never Runs

One average client lost without warning costs roughly $192,000. Seven costs $1.3 million. Most advisers never run that math, because it explains a significant portion of the gap between where their...

Why Financial Advisers Hate Marketing

You hate marketing. You've been told that's a mindset problem, a comfort zone issue, a limiting belief about visibility. It isn't any of those things. Your resistance is your brain protecting the p...