professional skills.

Bad Ideas

I’ve discussed the WSJ article about Merrill’s new training program and their move away from “cold calling.” It’s interesting. And it’s…

When you’re looking for ways to grow your practice, checking in with existing clients isn’t the first thing that comes to mind….

As a financial advisor, your goal is to appear well-informed and competent. Both are attributes anyone would want to see in the…

I’m so glad that things have settled down for 2021 compared to last year, aren’t you? Ok, just kidding. Market’s way up….

Part of your job as a financial advisor is to help your clients protect their financial well-being. An important aspect of that…

The first ‘secret’ of the skill of scanning is that it’s unnecessary to read, study, understand, and master every topic. Instead, find…

When you successfully manage your time, you get to live your ideal life. In business operations, there are two major time-management problems…

The only way to keep growing as a person and as a financial advisor is to continue your professional education. Recently, I’ve…

There are many effective styles of leadership, probably, as many as there are different personality types of employees and bosses. That said,…