In an earlier post, I told you that you should have a good website. Of course, no one wants a bad website, so what do...
Read More It took me 6 years to hire my first employee, an intern, and I only did that because she cold called me. After talking with…
If you have done what I have recommended in this blog, you have started on the road to becoming an expert in financial planning. You...
Read More This should hardly sound revolutionary, or even mildly controversial, but I think if you are going to act as someone’s financial advisor or financial planner,…
Sorry. After not publishing a post in ages from my website for financial advisors, this one is pretty long. There is a lot of confusion…
In my last blog post, I told you that I thought the best way for a financial advisor to work was as a fiduciary to…
In my last two posts I set out the goals of this blog and told you why you might want to listen to me. Hopefully,…
In my last post I described my goal for this blog – teaching independent financial advisors how to run better businesses and live better lives….
Hello World! (Isn’t that how all of these WordPress blogs start?) This blog is for independent financial advisors, or for financial advisors who are thinking…