Product versus Process

Product versus Process

Today’s topic is one that is dear to my heart as it is something I have practiced since the beginning of my 30 plus year career.  And in my opinion, it’s one of the easiest ways that you can separate yourself from the competition. Also fair warning,...
Commit to becoming an advisor”authority”

Commit to becoming an advisor”authority”

Ok, let’s talk about improving your business.  And I don’t care where you are in the spectrum of AUM or years in the career….we all can use a little car wax to help make us shine.    Here’s the thing… Being a Financial Advisor, when done...