“What can we do today to reduce your taxes tomorrow?” How many financial advisors ask this question when meeting with their clients? If you are an advisor who offers comprehensive…

Most advisors have a “To Do” list, but not a “Delegation” list. Do you have a “Delegation” list? When most people plan their day, they more than likely have a…

Are you tired of attracting the wrong type of prospects for your practice? All advisors want great clients, but many are not attracting “qualified” prospects. When you start to take…

Today’s challenging environment provides a great opportunity.  Why? Many investors are nervous or concerned about investing in today’s volatile environment and that concern provides opportunity.  As the Academy emphasizes, confusion…