Blog

There are only three things that should be...

How We Changed Our First Meeting

In a first meeting with new clients,...

How To Make Client Review Meetings Valuable

An advisor recently shared with me how he...

These Simple Questions Made a Big Difference in the Second Meeting

Asking just a few clarifying questions can...

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

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

Three Business Growth Strategies for Business Owners

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

How To Hire The Right People: Framework and Interview Questions

Great things in business are never done by...

Advisors sometimes ask me how often we reach...

Advisors, Do This Before Your Next Vacation

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

Whenever I ask this question in the first...

Kitces Advisor Value Summit Review and Highlights

Michael Kitces and Taylor Schulte hosted the...

Turn Your Assistant or New Hire Into an Operations Superstar

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