THIS WEEK’S PODCAST
You want to partner with someone committed to getting things right Listen
Great processes are really for your team, not for the advisor themselves.
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Rules of thumb don't cut it, you have to understand the nuance for your clients
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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?
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Transparency is the key, it's about letting people know up front what you do and how you are compensated
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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.
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Great marketing is about helping someone move away from pain and towards pleasure.
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It takes an intentional plan to go from snorkeling on taxes to Scuba diving, which is where the real value is.
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There is more to tax efficient investing than simply choosing an ETF.
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Every advisor should be creating content of some kind
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Hard work matters. Success is about having great systems and then relentlessly executing.
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