Ep. 4: What Does A Mailbox Have To Do With Your Business?
As the old adages go ‘the devil is in the details’ and ‘you only get one chance to make a first impression’. Picture your own home and the mailbox outside. It’s a small detail of the landscape and yet it’s care and condition speak...
Ep. 3: It’s Not About The Money, But It’s About The Money
It’s a seller’s market in financial services and advisors interested in making a move are being offered unprecedented financial deals by independent and wirehouses firms alike . It’s hard to resist the siren call of a big payday but what are the...
Ep. 2: The Independent W-2 Model
The attraction of the independent business model for financial advisors is undeniable. Independence offers financial, operational, and lifestyle benefits that – even if an advisor is not ready to make a move – certainly has them thinking about...
Ep. 1: Advisors Should Eat Their Own Cooking
Are you prepared if the unexpected happens and impacts your ability to run your practice? Many financial advisors don’t follow their own advice by having a continuity plan in place to protect their business, clients, income, and – ultimately – their...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
