Ever completed a workout, then glanced in the mirror? Most of you probably have—and the results from that one workout were unnoticeable (how depressing). But results require consistency and a certain level of patience. That said, you don...
Succession planning is not a fun topic for many advisors. For most of us, it is very difficult to discuss leaving the practices that we have spent much of our lives working tirelessly to build. It is hard to imagine stepping back from the thing...
In February, the White House published its annual report on the economy, within which the Council of Economic Advisors included a fairly lengthy discussion around the growing use and impact of robotics and automation. While the research...
The amount of data being generated each year is growing exponentially. More data has been created in the past two years than in the entire previous history of the human race. By the year 2020, about 1.7 megabytes of new information will be...
Established financial advisors are well-practiced on the value of working “in their business,” plugging away at the daily and weekly activities that are critical to running a successful advisory firm. As business leaders, we also know...
“If people like you they'll listen to you, but if they trust you they'll do business with you.&rdquo...
When done correctly, story telling can be a highly effective way to connect with prospects. Stories go beyond pitching features and benefits. Instead, they help us connect emotionally with prospects and build trust through transparency...
