Never look down to test the ground before taking your next step; only he who keeps his eye fixed on the far horizon will find the right road…Dag Hammarskjold
January is the month of best intentions where many successful financial advisors begin walking down the pathway towards their various and diverse goals with a bounce in...
The other day I read the following blog post by @chrisbrogan, a provocative writer and thinker who I greatly enjoy and appreciate, "My 3 Words for 2014."
Below are links to the “Top 13” ClientWise blog posts for 2013, i.e. the most widely-read articles that we’ve published over the past year. They cover a range of topics...
With the breadth of commentary that is available on the internet to financial advisors and entrepreneurs, Chris Brogan is among the more astute and thought provoking....
In previous posts, (here…here…here…and here) we’ve commented on the 12 weeks between Labor Day and Thanksgiving. By our observation, financial advisors who excel during...
Have you ever returned from a workshop or conference ablaze with enthusiasm and ideas, and place the workshop materials on the pile of other things that you intend to...
Today is the 92nd day of the year, with 273 days remaining in 2013. Yikes! I know that it’s a cliché to say this, but does the year seem to be flying by for you? Maybe,...
For financial advisors, referrals can be a surprisingly tricky business. On the one hand, everyone knows that referrals are good and something to strive for. On the...
Change! When Bob Dylan wrote, “The Times They Are a-Changin'” in 1963, financial advisors were still referred to as the “customer’s man”. A customer’s man was...