Let’s start with a few basic definitions. Gross Revenue: Also termed revenue, is the total cash that comes into your Read more...

Everyone wants to have a successful practice. The issue arises when you ask someone what they mean when they say Read more...

The first 'secret' of the skill of scanning is that it’s unnecessary to read, study, understand, and master every topic. Read more...

As I've reiterated before, while talking with many business owners and dedicated many painstakingly long hours of research and interviews, Read more...

What if you could gain an instant edge over your business competition? There are many financial advisors out there competing Read more...

There have probably been times in your life that you were unsure of your next money step to grow and Read more...

Wealth management is one of the most lucrative career paths that you can pursue. This is especially true for those Read more...

From the time we were preteens, we’ve been asked to spend time getting to know our peers. Our parents and Read more...

So, I talked to 10 business owners this week from throughout the United States. Several lamented the economy stating they Read more...

Working from home impacts each person differently. Some become more productive because they have more control over their work environment. Read more...

With 37 years in business, I feel old! In my day-to-day conversations with business owners generating as little as $6,000 Read more...

Continuing education doesn't have to be formal to be effective. As people and as financial advisors, we should never stop Read more...

Don’t Be a Loser. I’m sick and tired of seeing good financial advisors struggle on a day-to-day basis. It’s been Read more...

(Excerpt from The Mile High Maverick) It’s been interesting over the last couple of weeks. We had a fabulous coaching Read more...