When Should You Sell Products and Not Advice?

When Should You Sell Products and Not Advice? Should you sell financial products and product-push? Or should you be selling advice? " Sell Products or Sell Advice...

20 Reasons Why People Buy or Sell

20 Reasons Why People Buy or Sell Maybe not just 20 reasons but 20 weird reasons why people buy or sell. But with many weird reasons resulting...

Where Should You Work if Your Client Gives You $100 Million?

Where Should You Work if Your Client Gives You $100 Million? If you are lucky enough to have your client, dearest friend or family member deciding to give you...

Why Clients Struggle with Receiving Wealth Advice

Why Clients Struggle with Receiving Wealth Advice What is the value of Wealth Advice?  What is Wealth Management?  What are the benefits of Wealth Advice? It...

How Clients Make Decisions on their Wealth and Investments

How Clients Make Decisions on their Wealth and Investments When it comes to managing hundreds of millions and billions of assets, institutional clients or corporate...

50 Questions to Start the Year

50 Questions to Start the Year Every start of the year is exciting.  New beginning, better approach, better results.  But how do you start? Read More: 10 Steps...

10 Steps to Start Advising Clients Every Year

10 Steps to Start Advising Clients Every Year How do you get started every year?  Do you have a strategy for your clients?  Can you...

Would You Give the Same Advice to Yourself if You Might Lose Your Job...

Would You Give the Same Advice to Yourself if You Might Lose Your Job in the Next 6 Months Almost all financial advisory standards discuss...

What Should You Do Before You Switch to a New Financial Advisory Firm?

What Should You Do Before You Switch to a New Financial Advisory Firm? As much as you would like to stay in one financial advisory job,...

10 Ways to Deal With a Portfolio Disaster

10 Ways to Deal With a Portfolio Disaster Ever spent countless of hours and months doing intensive research and analysis to construct an optimal portfolio?  Until...