My Plan B for Retiring as an Advisor
10th January 2020
Just like we can’t predict the future in our financial plans, we can’t predict how our succession plans will really play out. Instead of focusing
Just like we can’t predict the future in our financial plans, we can’t predict how our succession plans will really play out. Instead of focusing
Google and other big players are looking for ways to upend the status quo in financial advice. Will this put human advisors out of business?
With the commoditization of investment management and financial planning, advisors need to provide the service clients really want – financial problem solving. In this article
In my latest at Financial Planning Magazine, I discuss how to transfer the mantle of trust to the next generation. It starts with setting the
This year, Life Planning Partners, Inc. has reached capacity and is no longer taking new clients. Why did we make this decision? In this article
In this article in Financial Planning Magazine, I discuss the importance of developing good communications skills and present the SPIKES protocol used in medicine as
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