All Episodes
Displaying 21 - 24 of 24 in total
Resources to Help You Grow Your Financial Planning Business, Ep #4
Your financial planning business has all kinds of potential - but if you do things the way they’ve always been done, you’ll see very little of it come into being. Why?...
My Rules To Help You Break The Rules Of Financial Planning Success, Ep #3
There is a lot of what I’d call, “Financial Planner Groupspeak” out there. Some of it was good and OK to follow, some of it is not so good. If you want to thrive as a...
You Are An Artist, My Financial Planner Friend - Here’s Why It Matters, Ep #2
When I say that you are an artist as a financial planner, I know that many of you immediately think I’ve gone off the deep end of psycho-babble and feel-good philosoph...
Is It Possible To Have A Financial Planning Business That Meets Your Goals And Serves Clients? Ep #1
If you’ve been trying to run a financial planning business for any length of time, you know the industry is changing - and I believe it’s changing in a way that is to ...
