30

Oct

Are you tired of all of the political ads? Learn the lessons for your practice instead….

As I sit here, inundated with political ads. I remember several months ago recommending to all of my clients to give some money to both the Biden and the Trump campaigns. As of October 22nd, the Biden campaign had raised $1.51 Billion, and the Trump campaign $1.57 Billion. I read somewhere that total political advertising during the […]

COVID facts for Financial Advisor

22

Sep

4 Myths of the COVID Mindset

Around March 2020 it became clear that the world was entering what has repeatedly been described as an unprecedented situation. The news constantly assured us that catastrophe was around the next corner. As one might expect, the result was pure chaos. Businesses shut down, markets fell, and everyone was at home. The fear, confusion, and uncertainty created[…]

Grow you practice with Advisor Wealth Mastery

13

Sep

3 Things Financial Advisors Can Do to Go from Survival to Success

We ( financial advisors ) tend to view success as a binary system where you either succeed or you fail. Like many things in life success isn’t actually an either/or situation. There’s a between a state that’s seldom discussed – survival. For financial advisors, survival is the direct result of having a mediocre practice. You do enough[…]