Dear Owner,Thanks so much for your letter. I really appreciated the time you’d taken to let me into how you …
Displaying 419 Posts categorized under Forward Thinking
Letter From An Owner To Their Successor
Dear Successor, I wanted to write you this letter explaining how I’m feeling right now. I know I should be able …
What’s holding you back?
In 18 years of consulting I’ve worked with hundreds of financial planning firms. Some of them were already world-class when …
How To Get To A Million In Revenue
Almost every adviser I speak to, no matter what their current revenue, thinks that the key to the growth of …
Disruption Is No Joke
Disruption is coming and it’s no joke. Since the publication of my White Paper, What Next For Financial Planning In …