Category: 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 something. Here are real accounts of what a day in the life of

July 8, 2022

If you are thinking about becoming an Edward Jones financial advisor, STOP and read this blog ASAP! This is the true story of Nathan Penha,

June 20, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is –

May 23, 2022

Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as

May 9, 2022

I’m tired of these nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. I feel that to proclaim that somebody

April 21, 2022

The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support,

April 11, 2022

Be scared, because flat fee financial advisors are about to steal your clients. And if you don’t believe me, listen to this podcast. Even if you have

March 14, 2022

You are traveling through another dimension, a dimension not only of sight and sound but of volatility. Welcome to the crypto zone. In this interview

February 28, 2022

Here’s a really simple take on how to succeed as a financial advisor. If I were to be on my deathbed, there is one thing

February 11, 2022

I’m writing this Coinbase review because I had an experience using Coinbase.com that made me feel like my money wasn’t that securely handled, and I

January 31, 2022