Dec 14, 2023

In this episode of The RARE Advisor, we’re going to talk about how an individual lost 97% of their overall net worth - and the financial advisors involved never thought to hit the brakes. This is just an extreme example that illustrates the liabilities that you must protect your customers from and yourself from as...

Oct 19, 2023

In this episode of The RARE Advisor, I want to jump into a basic – but unbelievably important – concept for clients and investors to understand the financial plan you’re presenting to them. And, more importantly, to get them to truly see the benefit of transitioning/adjusting their portfolio and moving and...

Sep 28, 2023

It has been scientifically proven by study after study – one of the most important qualities of a doctor is quality bedside manner. In this episode of The RARE Advisor, we’ll talk about why the same is true of financial advisors.

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Sep 7, 2023

Have you ever had a prospective client drag on with countless numbers of appointments, only to never become a customer of your firm? That ends today, because we’re going to create a fork in the road on the second appointment.

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Jul 6, 2023

One of the quickest ways to increase the value of your practice is a mindset change. It’s subtle, but powerful, and it makes a huge difference in what your practice is worth in the marketplace. Let’s dive in.

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