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 ...

Ever wanted to try a new venture or project but end up not pushing through it? You probably felt that it’ll most likely fail in the end because you don’t have the discipline to execute it. Or maybe you wanted to join a physical challenge but change your mind at the last minute because you feel tha...

The last 14 months have not been normal. We stopped things that we normally do and we had to adjust the models that used to work for us. The optimal model I had for myself was to get 2 weeks of intense coaching, 2 weeks of content creation, 2 weeks of doing what I do then have some down time to...

Whenever I meet with potential clients, one of the things I ask them to do is to walk me through how a typical day in a typical week looks like for them. I want to get a feel of how they operate inside their business day and find out what their behaviour and habits are.

Habits and rituals can mak...

In my almost 30 years of coaching advisors, I found that most client review processes we have are poorly thought-out. There’s a lot of misconceptions on what it is for or what it can be. And what makes things worse, no formal training about it exists.

So I decided to list down some blind spots an...