The 90 Second Coach for Financial Advisors

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?

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.....

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

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

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

Lessons from the lab.