Resources
Our free educational content is designed to help financial advisors grow and scale their businesses so they can help way more people make smart financial decisions.
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Blog
Funded: The Hardest $5M I’ve Ever Raised
It’s strange how walking away from something so brutal, you can feel so confident. Ample rejection, followed by eventual success,...
Video
Why is discovering a client’s financial purpose crucial?
To understand a client’s current views about money means exploring their past experiences with money. It’s in the past where...
Podcast
Work. Money. Balance. With David Hunter
Find out how to help clients live more purposefully as they align their core values with their present and future...
Webinar
Stop Projecting. Start Planning.
When your clients are too projection-centered, their levels of anxiety can remain high, and their decision-making can be affected. Come...
Video
What should you accomplish in the first client meeting?
While the math of finances is important, you need to also understand client money anxieties, especially about debt. Listen to...
Podcast
Reducing Client Anxiety With Dan Rooker
Find out how to help clients live more purposefully as they align their core values with their present and future...
Video
Are you helping clients live with intention?
Learn why helping clients live with greater intention can help them see how to connect the dots between money and...
Podcast
Living With Intention With Jeff Wolniewicz
Find out how to help clients live more purposefully as they align their core values with their present and future...
Video
What is the impact of your advice on clients?
The results of your technical work and advice as an advisor are incredibly important, but in the end that’s usually...
Podcast
Protecting Your Vision as You Scale With Matt Mulcock
You’re improving the lives of your clients and want to reach out to more people who could use your guidance....
Podcast
Conquering Content Creation Fears With Becky Walsh
Does writing intimidate you? Or, maybe you fear public speaking? Perhaps you just worry about being rejected? Overcoming whatever holds...
Podcast
The Building Blocks to Firm Success With Dasarte Yarnway
There’s a lot to consider when starting and then growing a planning firm—branding, demand generation, your vision for the future,...
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