professional skills.

April 22, 2022

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…

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October 1, 2021

How More Frequent Check-ins Can Drive Growth

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

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August 2, 2021

The Importance of Being Human When You’re a Financial Advisor

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

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July 2, 2021

Financial Advisors: A 2021 Rant

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….

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June 2, 2021

How to Scam Proof Your Clients

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

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May 2, 2021

The Skill of Scanning

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

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March 8, 2021

Manage Your Time, Live Your Life

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

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December 17, 2020

What is Your Professional Education Worth?

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

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November 17, 2020

10 Leadership “Secrets”

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

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