Great processes are really for your team, not for the advisor themselves.
Rules of thumb don't cut it, you have to understand the nuance for your clients
There are so many things to consider when planning to and through retirement, the question is where can you find answers on that many topics?
Transparency is the key, it's about letting people know up front what you do and how you are compensated
Tying the estate planning process to other life events and milestones is a great way to keep the focus on the bigger goal estate planning looks to address.
Great marketing is about helping someone move away from pain and towards pleasure.
