The Locksmith

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January 28, 2020

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Here is a story about how a locksmith showed up at my apartment to sell me a new lock for my door. He ended up unlocking something much bigger instead.

Music is Arp Bounce by Geographer

Any questions? Send 'em in!

Transparent Advisor Movement

The Transparent Advisor Movement

The Transparent Advisor Movement’s mission is to further the ideals of: Honesty

September 17, 2022

Scott Salaske, John Robinson, and Robert Wright debate the merits of the CFP designation.

Podcast

Should you cancel your CFP designation? (heated debate!)

A $100 increase in the CFP annual certification fee spurred an industry

September 12, 2022

In this debate we discuss whether direct indexing is worth it or not.

Podcast

A rowdy debate on if direct indexing is worth it or not. Should you be doing this for clients?

In this savage, take-no-prisoners debate, Igor Smolyanskiy, Michael Kotarinos, Scott Salaske and

August 15, 2022

Follow these tips to avoid terrible financial advisors jobs that you will hate!

Financial Advisor Careers

Avoid these terrible financial advisor jobs and get one that rocks! (using these tactics)

I’ve come to rescue you from the terrible financial advisor jobs pitched

July 18, 2022

In this blog, we talk about a day in the life of a financial advisor and provide case studies of some good financial advisors and how they spend their time.

Practice Management

What does a financial advisor do? (day in the life of a financial advisor)

This isn’t some made up crap because I want to sell on

July 8, 2022

The Locksmith

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

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The Transparent Advisor Movement

Should you cancel your CFP designation? (heated debate!)

A rowdy debate on if direct indexing is worth it or not. Should you be doing this for clients?

Avoid these terrible financial advisor jobs and get one that rocks! (using these tactics)

What does a financial advisor do? (day in the life of a financial advisor)

Are you sick of the BS yet?

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