robots and financial advisors

Jobs, robots and the advisor of tomorrow

This article by Andrew King, appears on the Advicent blog. Jobs, robots and the advisor of tomorrow is a fascinating observation on how technology might impact your role as a financial advisor. Conversations about jobs—how they have been lost and whether they can be restored—dominated the public discourse in 2016. All signs indicate that this […]

Sell Your Financial Advisory

8 Top Tips To Selling Your Advisory Practice

This article originally appeared on Investopedia, written by Mark P. Cussen. He makes some great points and I thought you guys might benefit from the read. Pay attention to Mark’s thoughts on Investing In Your Current Clientele, and his tip to “Fire Your Problem Clients” before you sell your advisory practice. If you are a financial […]


Strategy 101: 5 key ways to maintain your financial services

Many financial advisers struggle to consistently generate new, quality, sales leads. In this week’s post I’m giving you a few key tips to reliably ensure that your new business pipeline stays strong. Many of the old methods still have value, but if everyone’s doing them, you’re in a queue for the same client. Blog or […]

what is your why

Re-examining the basics of Simon Sinek’s WHY

Is there anyone out there who hasn’t listened to Simon Sinek’s TED talk, “How great leaders inspire action?”.     For those who haven’t had a chance to watch his 2009 talk, here is the basic premise of his “golden circle” approach: All businesses define themselves by what they do and how they do it, but […]

work the room

Relationship Building 101: 3 Tips To Work The Room Better

Networking is either something you’re excited about or terrified of, depending on whether you’re a typical extrovert or introvert. But while some of us might tend to be a bit more self-conscious in environments where we don’t know anyone, when it comes to building relationships in the financial industry, it’s easy to work the room […]