Searching for your best 2022 plan?

Searching for your best 2022 plan?

Read Dan and Chip Heath’s 2017 book – The Power of Moments? For advisory teams who believe their growth is attached to their client’s growth, it’s a good read. If you only read one chapter, start at Chapter 6 – Stretch for Insight. It...
Team best interests or client best interests?

Team best interests or client best interests?

What kryptonite was to Superman, disrespect is to advice relationships. A few months ago one of my clients engaged a significant advice client. Prior to engaging, I worked with them to assist in the engagement and pricing. The prospect represented the type of advice...
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