Tag: change

If The Shoe Fits, Enjoy It (Distraction-Proof Advisor Idea Video #287)

If you want to grow an increasingly successful advisory business, don't assume moving from a broker-dealer model to an RIA model is a forgone conclusion.

Value Added or Value Wasted? (Distraction-Proof Advisor Idea Video #230)

If you're not charging for financial plans, you're not adding value, you're wasting it.

Move From Transactional to Trusted (Distraction-Proof Advisor Idea Video #229)

Now is the ideal time to move from a transactional-based business to being a full-service financial advisor. And here's how to tell your clients about it.

No Client Loves This, But Do It Anyway (Distraction-Proof Advisor Idea Video #208)

How do you smoothly transition existing clients to another advisor?

Charlie Munger, Weeding, & Model Portfolios (Distraction-Proof Advisor Idea Video #206)

Charlie Munger, weeding and model portfolios hold the keys to building the advisory business you've always dreamed of.

Making Changes & Why I Did It (Distraction-Proof Advisor Idea Video #181)

What do you do if you're a small, two-person business and a large firm comes along offering you a dream role doing what you love most?

Change: A Perfect Publicity Opportunity (Distraction-Proof Advisor Idea Video #177)

Changes provide great opportunities to publicize your expertise and emphasize how you help.

Set Yourself Up For No Regrets (Distraction-Proof Advisor Idea Video #171)

Rather living in regret about things undone, look back and identify what you want to change and achieve going forward.

Silence Your Inner Gremlins (Distraction-Proof Advisor Idea Video #145)

Are you willing to admit the real reason you resist making changes you know are necessary? Identify the issue and take action.

Deal With Your Weak Points (Distraction-Proof Advisor Idea Video #138)

We've all got our weak points. Here's how to manage yours.