Less is More (For Sure!)
How many people look forward to that website upgrade? Nobody. People would rather use someone else’s toothbrush. You are making it harder than it needs
June 6, 2019
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Getting More Women into Financial Advising [Brutal Honesty]
As you know, we tell the real story on the Sara Grillo podcast. Women are about half the population and they are increasingly seeking financial
June 3, 2019
5 questions financial advisors should include on the RTQ (but aren’t)
Let’s be real…the financial advisor risk tolerance questionnaire as we know it doesn’t get the job done. That’s why I’ve got John Morgan of Connected
May 20, 2019
Hail, Mighty Amazon!
To quote the great Ric Edelman, who I was honored to have as my guest on this episode of my show, “Either run your practice
April 15, 2019
Financial Advisor Who Gets Leads from YouTube
This podcast episode is about to knock your socks off. Listen to this story of a financial advisor who gets leads from YouTube. We’ll talk
April 8, 2019
Ways to Get Rich People to Go To Your Website
One of the biggest frustrations that financial advisors have is that their websites don’t attract high net worth clients. Much of this has to do
April 1, 2019
Talking about Risk does not have to be a Molotov Cocktail
There are a variety of reasons that advisors feel like clients just don’t “get it” when it comes to risk. I’m going to name a
March 13, 2019
The Formula for a Burning Hot First Date
I’m locked down with kids now, but how fondly do I remember the dating game of my twenties. I’d meet a dude at a bar
March 4, 2019
Financial Planner Practice Management Tips
With investment management fees going to zero faster than the speed of light, financial planning is the future of financial advice. Use these financial planner
February 27, 2019
Choosing a Web Platform that Rocks your Financial Advisor Firm
So you’ve decided it’s about time to give your website an overhaul. Or maybe you broke off and went independent, and now you need to
February 25, 2019
