Learning

Thriving, Not Just Coping: A New Framework for Financial Advisor Well‑Being

Many advisors are technically “fine” on the outside and quietly exhausted on the inside. That’s not a sustainable version of financial advisors well-being. They’re coping—showing up for clients, hitting numbers—but […]

How Elite Financial Advisors Use Tax Planning to Attract High‑Net‑Worth Clients

High‑net‑worth clients have no shortage of people willing to manage their money. What they don’t have is an endless supply of advisors who can clearly articulate and deliver after‑tax value. […]

Why Great Firms Need Demanding Leaders: Inside Jamie C. Shilanski’s Approach

Great advisory firms aren’t built by leaders who just keep the peace; they’re built by leaders who lovingly demand more. Jamie C. Shilanski is that kind of leader—fiercely protective of […]

July 7, 2023

RTS #005 – “It doesn’t hurt to ask, right?”

June 30, 2023

004 – IRMAA is a consideration, not a roadblock

June 22, 2023

#002 – What If Tax Rates Don’t Go Up?

June 22, 2023

#001 – The Worst Tax Form

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Thriving, Not Just Coping: A New Framework for Financial Advisor Well‑Being

How Elite Financial Advisors Use Tax Planning to Attract High‑Net‑Worth Clients

Why Great Firms Need Demanding Leaders: Inside Jamie C. Shilanski’s Approach

Podcast

The words that win clients (and keep them) with Phil M. Jones

Are you building a business or just a job? with Peter Velardi

Beyond excel: systems over spreadsheets with Roger Pine

Weekly Newsletter

RTS #005 – “It doesn’t hurt to ask, right?”

004 – IRMAA is a consideration, not a roadblock

#002 – What If Tax Rates Don’t Go Up?

#001 – The Worst Tax Form

Subscribe to our Newsletter