Financial Services, Speaker and Coach
What Are You REALLY Worth?

What Are You REALLY Worth?

Financial advisors are worth $500 per hour. In studying and working with a number of advisors at various levels of production, it is clear that successful advisors generate $500 per hour. You ARE worth $500 per hour IF you are advising clients. Period. End of discussion.

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Are You Taking Your Business Vitamins?

Are You Taking Your Business Vitamins?

Most financial advisors monitor results, such as: AUM/AUC New Clients GDC MDRT Credits Accountants track other critical financial results, such as: Net Worth P&L Critical Business Ratios In turn, we attempt to manage these results to improve our businesses, but here’s a problem: You can’t manage results. What you can manage is attitudes, activities, and […]

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