Dec 2, 2024
If you’ve followed my podcast for a while, you’ve heard me say I don’t recommend crypto to clients. That hasn’t changed, but we can’t deny the fact that crypto is growing rapidly. So, with this, how should you respond when a client asks, “Shouldn’t I be putting money in crypto?”
In today’s episode, I...
Nov 6, 2024
As we move closer to a new year and into a new administration, advisors are looking for strategies to increase profitability in their practice. What we want to recommend today might surprise you, but I want to talk about why you might want to raise fees.
You’ve heard me talk about reducing fees for a number of years,...
Oct 8, 2024
Today we want to get back into the basics of what we do and revisit some of the core concepts every advisor should be following. We began this show years ago to really dive into each of these principles and share strategies for achieving success in each of these areas.
Whether you’re a new advisor or someone who has...
Sep 5, 2024
What separates the people who are successful from the those who are not? The answer can be found in the power of our brain and subconscious mind, which has always been a fascinating topic to me. So often, success is all about mindset rather than being born with incredible attributes or natural ability, and our guest...
Aug 1, 2024
I recently got back from a visit with a friend who went through cancer recovery and is now doing great. It was amazing to see how he changed his life, from the lifestyle he lives to the passion he has for the things he’s doing.
It took near-death experience to change his perspective on life, but it’s not much...