Is Your Practice Ready For The Big Game?

More often than not the Champions of the big game have: Years of Technical Training Continuous Physical Training Studied the competition Worked with several coaches Practiced the plays – repeatedly Scripted the game Created back-up plans and contingencies They did what others didn’t and the results speak for themselves. Of course, i’m certain that some of you would disagree and …

Debriefing Tax Returns

For the last few weeks, we have been talking about skills that top financial advisors have taken to the next level. We believe that the best advisors will work and study these skills such that they can truly add value to every area of planning for their clients. We don’t believe that the solution is only to partner with other …

Estate Planning Checklist For Financial Advisors

The Big Three There are three technical skills that are foundational for every financial advisor: Debriefing Wills and Trusts Analyzing Tax Returns Debriefing Buy/Sell and Operating Agreements In past weekend readings, we have looked at Tax Return Analysis and the debriefing of Buy/Sell Agreements (speaking of tax returns, grab our proven cash flow formula to save yourself time for free right here!). …

Creating a Unique Client Experience

“Creating a A Unique Client Experience” is an article John and I wrote for Financial Planning Magazine’s website. We provide several actionable ideas for creating a unique client experience. When we talk about creating a unique client experience we aren’t talking about picking them up in a private jet. While it’s just fine to cater to and keep your clients comfortable, there is …