Apr 27, 2023

There are 6 top reasons why investors fire their advisors, of which 72% can be attributed to just one reason. It’s important for you to understand so you can retain current clients, but equally (if not more) important so you can bring new clients into your practice.

Consider subscribing for continued insights from...

Apr 20, 2023

As with just about every story, there’s the rest of the story as it relates to the 80/20 rule. In this episode of The RARE Advisor, we’ll discuss how the rest of the 80/20 rule story is the part that makes all the difference, financially speaking. If you don’t understand it, it could be a huge trip-up in the...

Apr 13, 2023

Small hinges swing big doors. There are subtle things you can do in your practice that can elevate you to a level beyond what you might have expected. We have three important assets that if we learn and understand what they are, how they interact with each other, and how to utilize them in our business – that is...

Apr 6, 2023

It’s disheartening when an organization that services a financial advisor – especially an independent financial advisor – suddenly tries to hold them hostage. In this episode of The RARE Advisor, I’ll share a little more about something you may have heard in the news recently.

Consider subscribing...