The Qualitative Advisor is a bi-weekly podcast, hosted by Chris Venn, that helps financial advisors bring the best to your clients and make the most of your business and your life.

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Thinking differently is the beginning…

Have Better Excuses

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...

Is Your Future Client Sitting at the Table?

I've spent the last 21 years through my work at think-legacy teaching advisors how important it is to bring all voices and decision makers to the planning table, yet I am constantly finding advisors are leaving female spouses behind. Now I understand from a historical...

Marketing thinking you can use in about 2 minutes or less – every Monday.