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
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
The Pre-Retirement Checklist for Your Clients: Immediate Download
As a Financial Advisor, you want to make sure your clients have taken all the appropriate steps to help them make the transition to their retirement. Download a Pre-Retirement Checklist: 13 Key Questions to Help Clients Prepare for the Transition to Retirement. This simple, but essential, Pre-retirement Checklist is a perfect tool to: Start the conversation about… Read More
Would you like to accelerate your results?
If you want to make more money and work less, continue reading. If you are sick and tired of being sick and tired, this is for you! Do you know what to do and you just can’t seem to make yourself do it, and do it consistently? Do you set goals and then find yourself… Read More
The Leadership Vacuum Special Guidebook download
A leadership vacuum occurs when one person in the relationship behaves in a wishy-washy or ambiguous way and the other person, sensing this, steps into the leadership vacuum created by that other person’s wishy-washiness. They step into the leadership vacuum even in areas where they are not actually qualified because they are leaders. It’s their… Read More
Wouldn’t it be great to have more of your best clients?
What got you to where you are today probably isn’t going to be what takes you to where you ultimately want to go. Those thoughts, actions, activities have to change to move you even closer to your future goals. In working with my clients over the years, I originally found that most of them had… Read More
