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The Only Three Things Financial Planners Need to Say in the First Meeting

There are only three things that should be...

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How We Changed Our First Meeting

In a first meeting with new clients,...

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How To Make Client Review Meetings Valuable

An advisor recently shared with me how he...

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These Simple Questions Made a Big Difference in the Second Meeting

Asking just a few clarifying questions can...

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When Prospects Say, "I Need To Think About It"

Have you ever had a great meeting with a...

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Three Business Growth Strategies for Business Owners

In this post, I’m going to share my top...

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How To Hire The Right People: Framework and Interview Questions

Great things in business are never done by...

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How Many Contacts Do Ideal Clients Want From Their Financial Advisor?

Advisors sometimes ask me how often we reach...

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Advisors, Do This Before Your Next Vacation

I just got back from a 10-day vacation and it...

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This is a Key Question to Strengthening the Relationship in the First Meeting

Whenever I ask this question in the first...

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Kitces Advisor Value Summit Review and Highlights

Michael Kitces and Taylor Schulte hosted the...

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Turn Your Assistant or New Hire Into an Operations Superstar

In this post, I'm going to share three things...

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