A real problem in this industry is, by and large, a lot of advisors in our space are experiencing burnout. The last 16 months have been non-typical times where most of us have gone into survival mode. This prevents us from bringing our A-game and elevating our businesses to success.

We all need t...

Hello everyone and hope you all had a great 4th of July weekend! We have completed the first half of 2021, and now it is time to level up your game for the second half. Now is not the time to take your foot off the gas and treat the market like it is good enough and you just ride it out for as long ...

As we’re getting very close to the middle of 2021, I wanted to dedicate this episode to why it’s important to do a mid-year review. I want you to take some time and do two things: 1 - do a thorough first half review and debrief of your actions, activities, and results, and 2 - figure out how you c...

Today I’d like to share a conversation I’ve had with many of my private clients about where to get new relationships from. There are so many options out there nowadays and to tell you honestly, I think ALL of it works. But the real question is, which one will work for you?

For this episode, I want ...

Several weeks ago, I was in Scottsdale, AZ where I held a couple of mastermind sessions. There was one topic that came up that advisors had different opinions of - How much do advisors need to charge for things?

For this episode, I want to share with you what I believe should be the basis of the ...

Hello everyone! Hope you all had a fun memorial day weekend. For most of us, this also marks the unofficial start of summer. In the pre-pandemic era, summer means a time to relax and take vacations. Today, after more than a year of being stuck in our homes, having a break this summer takes on a wh...

It’s been more than a year into the pandemic and our industry is experiencing massive burnout. And when we’re stuck in our homes, we often go into the “since I can’t go anywhere, I might as well work” mentality.

I was given the opportunity to do some mastermind meetings and speak at a conference ...

If I ask you what the difference is between advisors who elevate to the highest levels from those that struggle, you might say the answer’s obvious. Those that succeed work harder, do proper planning, and have the right vision and mindset.

While all those are true, there is a singular element ...