How Financial Advisors Can Retain Female and Next-Generation Clients [Free Ebook]

If a business reported that they couldn’t reach half of their client market, you’d probably think, “That business is in serious trouble.” That’s exactly what is happening with most financial advisors. It seems like every few months another article comes about how advisors have trouble connecting with female clients. And they aren’t doing much better… Read more »


How Will Changes to Google+ Affect Your Social Media Strategy?

When Google launched its social network, it was supposed to be a Facebook killer. Things haven’t quite worked out as they had planned. And now Google has announced that they will be rolling out big changes to Google+. Of those changes, the biggest may be that you will no longer need a Google+ account to… Read more »


Why Waiting for Referrals Doesn’t Work

Many people who rely on referrals for business are deluding themselves. And it’s costing them. Here’s how they view the referral process: You do a great job for clients. > They enthusiastically tell all their friends and colleagues. > The referrals come pouring in. Here’s what really happens: You do a great job for clients…. Read more »


3 Tips for How Agents Can Create a “Wow” Client Experience

Updated November 2021 “It takes 20 years to build a reputation and 5 minutes to ruin it. If you think about that, you’ll do things differently.” ~Warren Buffett You may have heard Buffett’s or similar advice many times before, but you may never have thought about it in terms of creating an amazing client experience… Read more »


Clothesline Meditation

Article Spotlight: The Art of Living Intentionally

“Life is chaotic, but we can choose to live it differently.” –Tsh Oxenreider It took a big move and a small change in routine for Tsh Oxenreider to begin living her life intentionally. In “Clothesline Meditation,” Tsh Oxenreider tells the story of the life-changing lesson she learned while adapting to life in Turkey. As a busy… Read more »


How Financial Advisors Can Connect with the Next Generation

Updated September 2023 “A good hockey player plays where the puck is. A great hockey player plays where the puck is going to be.” – Wayne Gretzky,  former professional ice hockey player and head coach There’s a great business lesson for financial advisors hidden within Gretzky’s words that are especially relevant given the tremendous wealth… Read more »


Don’t Let Them Take Your Love

Frustration with another person can take an immense toll on your productivity and general well-being. It is usually not that long until frustration turns into anger, and anger tends to build inside of us the more we bottle it up. When we view the world through a lens tinted with irritability, the negativity spreads and… Read more »