There is a lot that goes into getting someone to trust you with their entire life savings. You must honor that trust and know it has value.

AI has the potential to elevate industries by blending mechanical precision with human creativity. The key lies in balance: harnessing its capabilities while preserving the uniquely human touch that remains irreplaceable.

There is a demographic that likes to work with you and consistently hires you – you probably just don’t have it defined for you and your team. If you don’t know who you work best with, there is no way that your prospect efforts will be profitable. Rather, they will be coincidental.

As tough as financial advisors claim to be, we still get nervous about “firing” clients, too. When we say “graduate,” that is our delicate way of handling an uncomfortable situation. It’s a cheap, but effective way to massage the misgivings that we have about terminating client relationships.

Criticism is a gift when it is used to push people to greatness and watch them develop into their potential.

Do we respect ourselves and our family members enough to treat them like they are our clients?

Our words help us dress up or dress down for the occasion.

Here is how I overcame the problem of multi-tasking by creating rooms where team members can focus on critical tasks.

It is not a matter of if the markets will correct but a matter of when. That is why I set the stage for corrections during my client meetings, by sharing what I plan to do when we have one.