This is a bit of a play on words. Obviously, you have to pay attention to the practice management. This should be a given, but a business that isn’t growing...
Videos & Articles
Have you ever had a moment at the end of a long day where you thought—wow, I got a lot done today? Most of us have. It’s a good feeling. Maybe you wouldn’t...
In this episode, Stephen and Kevin discuss psychological biases and how they can help you understand your clients, prospects, and yourself.
As financial professionals attempt to market their services in affluent circles, they tend to make one of two common mistakes. Either they are petrified of being perceived...
Are you interested in accelerating your growth? Does the idea of keeping your pipeline full of affluent clients seem attractive? What about the notion of...
In this episode, Stephen and Kevin discuss how to uncover your Success Limiters™ and practical ways of overcoming them...
Most financial professionals we know don’t ask for feedback. Why? Maybe they’re afraid of what they might hear or they simply don’t...
In this episode, Stephen and Kevin discuss 6 instances when you should ask for feedback.
The affluent consumer will pay the going rate for a new iPhone, Tesla X, or a procedure for their beloved Goldendoodle. However, they are fully aware of the...
Ever leave the office feeling like you’ve “been through the ringer?” The latest Harvard Business Review offers some clues as to why, especially as a financial advisor...
- Kiss Practice Management Goodbye
- 7 Tips for Building the Perfect Day
- The Stephen and Kevin Show - Episode 40
- How to Speak & Be Heard in Affluent Circles
- The # 1 Event Affluent Clients & Guests Will Attend
- The Stephen and Kevin Show - Episode 39
- Remove Your Earmuffs and Ask for Feedback
- The Stephen and Kevin Show - Episode 38
- Everything You Need to Know About Fees
- Why is Being an Advisor so Tiring?
- The Stephen and Kevin Show - Episode 37
- 5 Tips to Better Decision Making
- Are You Competitive Enough to be Great?
- Smooth Sailing Through the Fee Conversation
- Do You Want to Know the Secret of Elite Teams?
- The Stephen and Kevin Show - Episode 36
- 10 Signs Your Client May Be Jumping Ship
- Success is No Accident
- Should Financial Advisors Use LinkedIn's Publisher Feature?