The universe is a mess of chaos in a dramatically more complex order. In 1903, James Allen wrote, “In a justly ordered universe, where loss of equipoise [balance] would mean total destruction, individual responsibility must be absolute.” Those words echo true today,...
We’re told not to have excuses. People say rousing things like, “No Excuses!” or “Failure is not an option!”, although it is, and often a frequently chosen one. The fact is that you, your team and your clients have excuses and make excuses. We make excuses for our...
When it’s time to sit down at the planning table with a wealth holder, odds are you won’t be alone. The client frequently receives advice from many others including lawyers, insurance providers, money managers, accountants and philanthropic advisors. It’s up to you...
We’re big fans of good marketing. That may not sound like a ground-breaking statement, and you likely say the same, but here’s the thing: good marketing isn’t common in the advisory space. We’ve been providing professional, thoughtful, creative...
If you’ve ever uttered the words, “This business is all about relationships,” then you’re in good company; we’d be hard pressed to find an advisor we’ve worked with who hasn’t said the same. 20 years of talking with advisors has had that single thread running through...
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