Time away from work this weekend, is not a reward for doing good work last week…it’s a prerequisite for doing good work next week!

I recently asked members of The Society of Advice a simple but important question: ❓ What are the biggest challenges, recurring issues, or stuck points you’re facing in your advisory business? Here’s what one of them shared with me: "Thank you for creating The Society of

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If you are like many of the successful advisors in The Society of Advice, one of the biggest questions on your mind right now might be: Is hiring the right move for my practice? I hosted a live 90-minute workshop with Michael Kitces that was all about hiring! We talked through

I asked financial professionals in The Society of Advice this question: "What are the biggest challenges, recurring issues, or stuck points you are finding in your advisory business?" Here's what one of them told me… "As a solo advisor, I take great care of clients and am

It’s okay not to know. It has to be okay because there’s no other option. Just stay focused on the process of being a little less wrong tomorrow.

Love it or hate it, referrals are part of the game. Referrals are the number one way most financial professionals tend to get new business. But nobody likes trying to get referrals. Most of us don’t have a system in place for the number one way we get new business! Referrals

An advisor wrote to me about why he joined The Society of Advice. It was to navigate the next stage of his career. He started in financial services in 2003, moved through various roles, and faced significant challenges, including the Great Financial Crisis and a non-solicitation

Instead of fixating on getting ahead, what if we simply focused on having enough?

I asked Members of The Society of Advice this question: What are the biggest challenges, recurring issues, or stuck points you are finding in your advisory business? Here's what one of them told me... "It’s not that you haven’t covered the issues I face—it's the gap between