It is nice to have valid competition; it pushes you to do better.
Advisors need a succession plan so they don’t put themselves—or their clients—at risk.
Advisors should consider new strategies for clients who needlessly worry about running out of money.
Hire the right people, treat them with respect and involve them in decision-making.
Integrating other practices into your own is a lot of work, but can be worth the effort.
Advisors who perform many non-investment services don’t need to be in the fee justification business.
Elite firms employ common strategies and have similar attitudes.
Changes I would implement to improve our profession.
One is learning what your clients have; the other is learning who they are.
Visualization—not a financial plan—makes dreams come true.
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