Being successful starts with your thoughts. Thinking habits drive behaviors. Good or bad, productive or useless thought precedes action. Self-defeating thoughts can derail a career whether it’s leadership, selling, entrepreneurship… you name it. Clear, rational and optimistic thinking leads to eventual success. To reach your career goals, adopt the mindset of the top 5%. Develop… Read More
Fee-for-Service Financial Planning: A Conversation with Michael Kitces & Bill Bachrach – Replay Available
Great news! The replay is now available for the webinar, Fee-for-Service Financial Planning: A Conversation with Michael Kitces & Bill Bachrach. Click here to access the replay now! If you are ready to stretch beyond the AUM model and grow your business through Fee-for-Service offerings to your financial planning clients and prospects you do not want… Read More
Inspiring Greatness in Your Employees
One of the most important tasks you as a business owner will undertake is getting employees to buy into your vision for the company and take ownership over their roles. An uninspired workforce can tank a company’s productivity and financial growth faster than almost anything else. The people you hire to be the hands and… Read More
Fee-for-Service Financial Planning: A Conversation with Michael Kitces & Bill Bachrach
Are you ready to stretch beyond the AUM model and grow your business through Fee-for-Service offerings to your financial planning clients and prospects? Join financial services industry experts Michael Kitces and Bill Bachrach for a 30-minute conversation all about fee-for-service. Register now for this Nov. 3 special free event: https://youradvisorroadmap.lpages.co/fee-for-service/ You’ll learn the… Read More
Find Your North Star: 4 Insights for Goal Setting
The North Star (or Polaris), located directly above the North Celestial Pole, holds a lot of meaning. While it’s not the brightest star, it’s easy to locate. As an actual, noteworthy, and reliable point in the night sky, it’s a significant symbol for guidance and achievement. Consider these examples. For centuries, ships relied on celestial… Read More
4 Forms of Accountability You Need in Your Life
Accountability is more than just a friend that calls you up occasionally to make sure you’re sticking to your weight loss goals. It’s also more than the occasional roundtable discussion with business colleagues checking in how everyone in the group is doing in terms of hitting their quarterly financial goals. True, meaningful accountability serves to… Read More