7 Key Factors To Build A Winning Financial Advisor Team

This past month, our content director Kristina chatted with Andrew Hodge, Team Coordinator for Custom Wealth Management in Syracuse, NY. The topics ranged a bit, but more focus came in when discussing the importance of a well-oiled, fully-meshed financial advisor team.Check out the interview below for what Andy believes to be the 7 Key Factors To Build a Winning Financial …

Fostering Happiness

Earlier this week, I met with a client that has done a phenomenal job of living below their means. They spend less than half of what they earn on lifestyle, the rest is saved. Now in their early fifties they could retire at any time and live comfortably the rest of their lives. They live in a very ordinary suburban …

How To Start A Financial Advisor Apprentice Program

The next generation of financial advisors are eager and ready.  They want to  learn,  contribute and  make a difference.  Most importantly, they want to  join your firm but  they’d  like to be mentored or enter as financial advisor  apprentice, not as I have heard so  many  say, “Thrown to the Wolves”.

Become An Industry Thought Leader (And Three You Should Already be Following!)

In 2014 industry thought leader, Bob Veres, did a three page article in his www.InsideInformation.com newsletter about the CWA Process (formerly known as the 7 Figure Advisor Process – we re-branded!). First off….Thank you Mr. Veres! Secondly, it got me thinking about the benefits of critical thinking and being an industry thought leader.  One of the reasons why I enjoy working with …

Behind the Scenes of “The Wolf of Wall Street”

If you saw the movie, The Wolf of Wall Street, you know all about the horrible “pump and dump” schemes of Jordan Belfort and his Stratton Oakmont firm. His greed and lack of a moral compass lead him to defrauding investors with stock sales. Here’s the thing…an acquaintance recently shared with me the original training manual of the Stratton Oakmont firm. …

Built to Last – 3 Steps To A Top Financial Advisor Business Plan

I found this great article earlier this week and I wanted to share it with you. The title is “3 Lessons on Growing your Financial Advisory Practice from Warren Buffett”. The author, Johnn Dege, read all of Warren Buffett’s letters to his shareholders and rather than focusing on the investment advice he was looking for Buffett’s thoughts on business. Frankly, …

Top Financial Advisors Around the World

Different Country…Same Issues I received an email last week that I had to share with you (I have permission from the author). It’s so good I want you to read it first and then I’ll comment on why I wanted to share this email.