Luck & Sticking Your Neck Out
In the world of prospecting and growing our business, we’re often asked to do uncomfortable [...]
Oct
The Most Important Skill in Finance
Before diving into this topic, take a moment to think about what you believe is [...]
Oct
Rethinking the AUM Model in Today’s Advisory World
The majority of advisors still charge using an asset under management (AUM) fee schedule. It’s [...]
When Investors Should Worry…And About What
Worry isn’t pleasant. It fuels stress, heightens emotions, and can even rob us of sleep. [...]
Do Advisors Do What is Right – Or What is Popular?
I talk with advisors across the country, and most genuinely want to do what’s right [...]
The Behavior Gap is Alive and Well
Last week, Morningstar published their annual Mind the Gap report. This report discussed the difference [...]
The Massive Flaw in Risk Profiling Instruments
In 2011, as part of my thesis at the University of Minnesota, I ran an [...]
AI-Proof Your Advisory Business
AI is dominating the conversation in financial services right now. How do I know? My [...]
Why I’m Not Interested in Modern Pictures of Space
I have a huge book at home about the universe that I bought years ago. [...]
Have You Been Tipped Lately?
I consider myself a good tipper, though not everyone would agree. I tip at restaurants, [...]