Part 2 of this series discussed the importance of setting aside assumptions based on experience with traditional methods of financial planning. The relationship you’re aiming to establish with your clients differs from the traditional financial planning...
We have lost our way as financial planners. I believe this is due to our love affair with what ‘wealth management’ became in the past decade. The industry focused on the events and the products that made it money rather than on the relationships behind the money. The...
No one is cocky about managing their financial affairs today. That’s exactly why current conditions provide a once in a decade opportunity to stand out as an adviser. Given this opportunity, why aren’t the majority of advisory firms booming? Why aren’t they adding new...