Aug 1, 2022
Wanted to do everything he could on his bucket list during his 60s because he didn't think he'd have the energy and ability to do as much in his 70s based on what he had seen from family and friends.
This is why we like to push advisors to build their business in an entrepreneurial way so that the day-to-day still...
Jul 1, 2022
Have you ever had someone show up at your office to get your advice? They might even be willing to pay for advice. But that same person isn't willing to let you manage their money because they feel like it's something they can tackle on their own.
If you haven't experienced this yet, you likely will soon because it's...
Jun 1, 2022
Nearly every investor has some amount of exsposure to the stock market, and that likely means clients have questions when things start to drag. That's to be expected in this current investing environment so what should you be telling people that want to know how to react?
On this episode of the Profitable Advisor, Dan...
May 1, 2022
One of the hardest things to is actually one of the easiest. Sounds strange, right?
Today we'll talk all about writing a book, which can seem like an overwhelming task for a financial advisor. We hear from people all the time that want to do it but have no idea where to start. This show will change that.
We won't get...
Apr 1, 2022
The goal for every advisor should be to manage 100% of your client’s money but that might seem easier said than done. The truth is that having the right approach with prospects makes it a logical decision to place all of their confidence in the work you do.
On this episode, Dan will share his process for meeting...