Videos.

Check out our valuable video content, sliced and diced to help financial advisors looking to grow their business and help their clients make informed financial decisions.

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....

Vision

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...

Vision

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...

Planning Process

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...

Planning Process

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...

Planning Process

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...

Vision

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...

Firm Growth & Marketing

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...

Firm Growth & Marketing

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...

Firm Growth & Marketing

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...

Firm Growth & Marketing

What’s the Root Cause of People’s Anxiety With Money?

Money is the source of anxiety for the great majority of Americans. So how can you provide guidance that helps...

Vision

Why Is Finding a Client’s Financial Purpose So Crucial?

Understanding what truly matters to a client when it comes to their money leads to finding goals—and when you agree...

Client Experience

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Real Coaching, Really Fast.

Videos

Videos.

Real Coaching, Really Fast.

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