Donald Trump pointing
The Psychology Behind 'You're Fired!'
Dec 16, 2016
How this mindset manifests itself in four major areas of our personal and professional lives.
Stephen and Kevin Show episode 44
Stephen and Kevin Show Episode 44: Extreme Sales Incentives and Advice to the Career Change Advisor
Dec 16, 2016
When a sales incentive feels more like a punishment and how second-career advisors can flourish.
Terminator robot face
The Robo Advisor’s Grim Reaper
Dec 15, 2016
Leverage your personal relationships with affluent clients to keep the robos at bay.
US Department of Labor fidcuiary rule
Fighting the DOL Rule Is a Bad Marketing Plan
Dec 15, 2016
There is a huge business opportunity to guide advice-hungry boomers into retirement, but only if they trust that you have their best interests at heart. Is it any wonder that most don’t believe that?
15 Star Wars Lessons for financial planning
Fifteen "Star Wars" Lessons For Becoming A Financial Planning Jedi
Dec 14, 2016
In 1977, “Star Wars” introduced us to Luke Skywalker, a young farmer from a remote world who is thrust into an adventure when he meets Obi Wan Kenobi, a wise and powerful Jedi knight. Over two more movies, we follow Skywalker’s...
digital data
Three Key Considerations for Implementing a Successful Client Portal
Dec 14, 2016
Measure success by accurate data, useful information and being understandable by clients.
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