Research shows that 45% of Americans usually make New Year’s Resolutions, while only 8% are successful in in achieving them. What is it about those 8% that make them so different? It might sound simple, but it comes down to their habits. Here are 11 habits you simply must have if you want to reach your goals:… 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
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 Strategic Thinking Model™ – Free Download Page
The time to implement a strategy is now! The Leaders role in strategy making: We all have a voice in strategy-making, as well as greater latitude to respond opportunistically to developing conditions. In the past, strategic thinking was generally reserved to closed-door meetings with upper management. This method employs feedback with lower-level management, who has… Read More
2 Main Components to Successful Goal Setting
Goal setting is directly tied in to your future and affects your life. Setting goals not only prepares you for success, it guides you there, to that place that you envision as your ultimate destination. Setting goals helps you to know exactly what it is you want to achieve and the steps needed in order… Read More
What Does Commitment Mean to You?
Have you ever made a commitment to yourself or someone and for whatever reason, didn’t follow through? There are numerous definitions for the word “commitment.” The most basic definition is that of an “act of voluntarily taking on and fulfilling obligations.” This is actually further specified as a “personal” commitment, as opposed to a professional… Read More