If you are not jumping out of bed energized every week by the work youre doing as an advisor, chances are your time is being misallocated. Tons of advisors develop burnout or a lack of motivation in

While many businesses are passed down or built with inherited money, thats not the case for what Andrew McIntosh calls the 1st Gen Entrepreneur. First-generation entrepreneurs face more unique challe

As much as some advisors hate to hear it, the age of the hard sell is over. Your prospects want a relationship, not a sales pitch. It's time to change how you present yourself online.

As an advisor, you guide clients to do the right things with their money and mindset. And it's no coincidence that the ones who listen have the most optimized wealth. Imagine you applied this exact s

Imagine you could hop into a time machine and go forward 5-10 years in the financial services industry. What do you think youd see?

If youre like the advisors we know, you want to meet more of the right clients. But how? By increasing your influence and referrals.

Between 65-70% of young inheritors leave their parents advisors because that advisor made little or no effort to engage with them. What holds advisors back? Not knowing how to connect and build rela

Innovations are radically increasing life expectancy. If youre alive in 2030, odds are good that you'll live to be 100 or older. Are you planning enough years for your clients? Most advisors arent.

If youre like the advisors we know, you want to impact your clients lives. Have you ever considered helping them connect with their children on a deeper level?

Imagine giving your clients an experience theyll remember forever. Something fun and unlike anything theyve ever done. How would that change your relationships?