Let’s cut through the noise: The financial advisory business doesn’t reward the smartest or the most accredited. It rewards the most focused. The most disciplined. ow.ly/IotA50WIWAm

Small-cap stocks have provided a return pattern quite different from large-cap stocks. Typically, small caps either race ahead of larger companies or else fall behind. They’re rarely in synch. ow.ly/h1hH50WIWEx

Years before I became a professional marketer, my head was filled with stories. As a recent graduate with a philosophy and religion degree, I spent my early twenties consuming creative writing, mythology, and the timeless principles of narrative. ow.ly/Zflh50WIWI1

Lately, this has been one of the most popular questions I’ve heard in consultations with firm leaders; it came up three separate times just last week! While the frequency of the question surprised me, I suppose it shouldn't. ow.ly/4Y1C50WJA0e

Financial experts understand that the economy will always have ups and downs. Managing those conditions comes with the job, but clients may panic about rising inflation or potential recessions. ow.ly/FES550WJA4w

At the macro level, referral partners operate broadly. They’ll mention your name when it’s easy or convenient. If someone asks, “Do you know anyone who does this?” they’ll pass along your business card or email. ow.ly/SQFb50WJA5z

When you’re in financial services, building a sustainable client acquisition system is pivotal to success. While traditional networking and referrals no doubt secure you valuable leads ... ow.ly/rsGf50WJA7M

Whether you work above or below the algorithm, your greatest long-term advantage isn’t in competing with AI, it’s in bringing uniquely human value to the table ... advisorpedia.com/advisor-tools/…

Financial regret is a real, but broad concept, meaning it can take different forms for different folks. There will be the active market participants that bemoan not buying Apple (NASDAQ: AAPL) or Amazon (NASDAQ: AMZN) 20 years ago. ow.ly/f3qr50WJAek

Picture this. You’ve had a great conversation with a prospect. They seem interested, they’re nodding along, and you’re thinking, “This is going somewhere.” But then, weeks pass, and nothing happens. ow.ly/Tvvw50WJAhf

In a trip to London last week, I was lucky enough to be given a deep dive into the status of Revolut, Europe’s stand-out fintech unicorn valued at $45 billion last year and $75 billion today. ow.ly/bHFx50WJAn8

Most advisors, especially the ones who have already had marginal success, start to get comfortable, get trapped in lifestyle inflation, and never come close to the ambitions they had when they first started. ow.ly/qFXq50WJAqR

Imagine building a brand so beloved… people gladly take a horse and carriage to get there. ow.ly/95aT50WJAs5

We often think that only big moves create transformation in business, but it’s the tiny daily habits that add up to create massive impact. advisorpedia.com/podcasts/11-ti…

In today’s digital age, social media is more than a marketing channel; it’s a dynamic platform for cultivating relationships and fostering loyalty. ow.ly/wWgB50WJAvt

While caring for an older loved one, perhaps you've been surprised to feel waves of sadness, a tightness in your chest, or sudden tears. You are grieving. ow.ly/Yr3B50WJAxp

What if everything you’ve been taught about preparing clients for retirement is only half the story? ow.ly/Yjcq50WJAzV

Well-read investors understand markets have been overvalued for nearly two decades. The short-term demand for stocks is driven by animal spirits, narratives, and the fear of missing out on opportunities. ow.ly/hbe750WJABy

Lately, this has been one of the most popular questions I’ve heard in consultations with firm leaders; it came up three separate times just last week! While the frequency of the question surprised me, I suppose it shouldn't. ow.ly/SQlH50WJA20

Financial experts understand that the economy will always have ups and downs. Managing those conditions comes with the job, but clients may panic about rising inflation or potential recessions. ow.ly/rf7k50WJA3B