Tag: financial advisers

Beware The Know-It-All


Some know-it-alls know less than they think. Avoid acting on assumed knowledge.

How “Planning Lite” Works


Know your goals first. They will help you decide the how part of the question

Understanding What People Buy


Find a way to make a need into a want.

Money and Investing Are Different


Money doesn’t care about you. How is your relationship with it?

You Should Know Your Clients Better


Acting on wrong information hurts the connection.

Estate Planning – What’s It For?


Estate planning is not hard for you unless you approach it from the wrong place.

The Decision/Advice Conflict


There is a resolvable conflict between advisor and client.

Spontaneous Motivation


More on “Money is not the entire answer”

On Commitment


Breakfast In a breakfast of bacon and eggs, the chicken participates, but the pig is fully committed. There are some things in life that need a total commitment. That means you need to know the difference. Much of the difference lies within yourself. To… Continue Reading “On Commitment”

Good Questions Matter Most


Neither client nor advisor should do everything.

%d bloggers like this:
%d bloggers like this:
%d bloggers like this:
%d bloggers like this:
%d bloggers like this:
%d bloggers like this:
%d bloggers like this:
%d bloggers like this:
%d bloggers like this:
%d bloggers like this: