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Great processes are really for your team, not for the advisor themselves.
ListenRules of thumb don't cut it, you have to understand the nuance for your clients
ListenThere are so many things to consider when planning to and through retirement, the question is where can you find answers on that many topics?
ListenTransparency is the key, it's about letting people know up front what you do and how you are compensated
ListenTying 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.
ListenGreat marketing is about helping someone move away from pain and towards pleasure.
ListenIt takes an intentional plan to go from snorkeling on taxes to Scuba diving, which is where the real value is.
ListenThere is more to tax efficient investing than simply choosing an ETF.
ListenEvery advisor should be creating content of some kind
ListenHard work matters. Success is about having great systems and then relentlessly executing.
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