Month: January 2026

Let’s get something straight right out of the gate. Yes, you should show up on time. Yes, you should do what you say, finish what you start, and say please and thank you. Dan Sullivan…

Cut Through the Noise: Transform Your Marketing Message Listen to the interview of Bill Cates on Barron’s “Way Forward” Podcast (After Bill’s presentation to Barron’s Top 100 Advisor Conference) Key Takeaways from this High-Content Interview:…

As a financial advisor, you know that helping your clients manage their finances is about far more than crunching numbers and reviewing asset allocations. Beneath every financial decision lies a complex web of emotions, subconscious…