Focus on what you do best, farm out everything else, use a system that can be repeated
Her mistake was to spend almost as much on marketing to A and B clients as they contributed in revenue
“We cannot direct the wind, but we can adjust the sails” — and other uplifting quotations
Promising career was almost derailed when advisor tried to manage all aspects of his new advisory practice
An approach to life planning, including using the author’s software
Advisors who scoff at clients who plan to retire on their lottery winnings should take a closer look at their own plans
But in this fictional work, a crusty great-uncle leaves his young heir much, much more
Stop doing the tasks that don’t pay well, and you will have more time for those that do
New book offers guidance and question-and-answer examples to help advisors build clients’ financial strategies
Your client-segmentation strategy — including quantitative and qualitative aspects — is the plan’s cornerstone