The 90 Second Coach for Financial Advisors

Do You Want It?

Let's face it. It's a survival of the fittest kind of scene right now for advisors. Make your choice. Change, adapt, and thrive, or just don't bother?

Turn The Boat Around

David's Monday morning walk and rant. There's an opportunity here folks....an opportunity of a lifetime. Does he start talking in the 3rd person? Must have been before coffee.....

Quick Tip - How To Grant Call Back Permission

Zoom - Fact or Fad?

Surprisingly, the Zoom craze has a future beyond pandemics as it embraces the next generation of clients.

Adding Value vs. Value Add

An example of how to build value for a client as opposed to throwing in a 'value add'....

The Beatles

When forming a team, make sure you pick the right Beatle.

Steinbeck Had it Wrong

Lessons from the lab.

How to Say It's Not You, It's Me

The Covid Inconsistencies to Advisors' Consistencies

RegBI Ranting