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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How much financial expertise should you share?
You are giving your clients the skills and confidence they need to reach their financial goals, just be careful not...
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Do early memories about money affect financial decisions?
Emotions are closely tied to finances. Here’s why knowing a client’s history with money is critical to helping them make...
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How can you uncover a client’s true feelings about money?
How do you uncover a client’s true feelings about money? It takes time for a client to internalize a question....
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How does showing a client their cash cushion help relieve stress?
The questions you ask—and where they help lead the prospect—are pivotal to establishing a long-term relationship. Find out why getting...
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Why Is Financial Complexity Increasing?
How people live, work, and spend continues to evolve. Today, a smooth job path is rare as careers now take...
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Why Do We Overcomplicate Simple Questions?
Simulations related to future wealth are not wrong, but for most prospects they are overkill. What most prospective clients want...
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Why Is Planning So Time Intensive?
Reese Harper and Carl Richards look into the industry’s cost/complexity problem and what can be done to reengineer traditional planning...
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How Can We Serve More People?
The financial planning business model, processes, and tools work well for the wealthiest 1% of Americans. But how do we...
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Are You Addressing Your Clients’ Real Problems?
Too often advisors fail to relate to the acute problem a prospect might need solved, missing the opportunity to start...
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Why Do Clients Need Emotional Reassurance?
Money is the top cause of stress in the U.S. and Americans tend to be most worried about their financial...
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Does Every Client Need a Comprehensive Plan?
The reason why financial planning is so expensive is the cost to serve mainly targets the needs of the very...
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How Can You Offer Advice Less Expensively?
The market of people needing answers to their financial questions is enormous. But what works for the top 1% does...
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