Meir Statman, a trailblazer in behavioral finance, says: Financial well-being underlies life well-being. - Advisors know their clients want to feel happy and fulfilled and make decisions aligned wit

Does money talk strengthen your relationshipor strain it? - Doug and Heather Boneparth, a dynamic husband-wife team and experienced financial advisors, share the inside scoop on what makes relationsh

Heres a question for you: - On a scale of 1-10, how confident are you that your screening process will yield conversations with prospects who are a good fit AND ready to take action? - If you answere

Heres the outline for most review meetings with long-time clients: How is life? How is the family? Any major changes or updates? Heres your situation. Everything looks good. See you next year

Financial advisors are on the front lines of bad news. - Your entire business is filled with clients who have either experienced grief or will experience grief at some point in their lives. - When tha

Are your clients drifting aimlessly or swimming purposefully towards their financial goals? - The default for clients is to pick goals on autopilot. Goals that have been determined by society, friends

When you want to learn something about financial planning and advice, the ultimate source is Michael Kitces. - Most people know Michael is a spreadsheet-loving, technical wizard. - What most people do

Michael Finkes research shows that the trifecta of a happy and fulfilling retirement incorporates: Money Health Social Connection Most financial advisors know the money part. But how can you incorpor

*This is a continuation of the conversation that started in the previous episode (Episode 118). We highly recommend listening to that episode first! A statement of financial purpose serves as the miss

A Statement of Financial Purpose serves as the mission statement for your clients financial life. It acts as the north star or lens for making financial decisions to ensure they are aligned with what