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

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Advice-only financial planners are a force to be contended with!

Podcast

Advice-only financial planners are stealing the show!

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing.

May 23, 2022

Here is a list of low cost financial advisors.

Advocacy

Low cost financial advisors who WON’T cost you a bloody fortune!

Although the cost of financial advice has come done somewhat from past

May 16, 2022

Direct indexing is poison - don't invest your clients portfolios into it!

Advocacy

Don’t poison your clients’ portfolios with Direct Indexing!

Direct indexing sucks – don’t do it. Here are the reasons it

May 9, 2022

This blog talks about financial advisor target markets and how to get a wild, wacky niche to help grow your business.

Podcast

Wild, wacky niches and target markets for financial advisors (+ examples)!

Almost every time I do something weird with my business to the

April 25, 2022

Here are some things ethical financial advisors do.

Advocacy

Here are some examples of things Ethical Financial Advisors do

I’m tired of these nonsense “top advisor” lists based on AUM or

April 21, 2022

The Locksmith

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RELATED POSTS

Advice-only financial planners are stealing the show!

Low cost financial advisors who WON’T cost you a bloody fortune!

Don’t poison your clients’ portfolios with Direct Indexing!

Wild, wacky niches and target markets for financial advisors (+ examples)!

Here are some examples of things Ethical Financial Advisors do

Are you sick of the BS yet?

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