Brett Van Bortel

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Helping The Physicians Heal Their Own Finances

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High-earning physicians often don't have the time to meet with you, but they might need you nonetheless.

Talking Shop

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You can help your clients navigate tough times by hosting a workshop.

From RIA To MFO

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If an advisor wants to start a multi-family office, it's about more than just adding a few services.

High-Net-Worth Trends In 2021

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The Covid-19 crisis has accelerated trends already happening in private wealth management.

The Future Of Financial Wholesalers

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To survive, investment product wholesalers need to give advisors the things they really need.

Put Me In, Coach

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Business development coaches can be a boon to those hoping to work with the wealthy.

21% Revenue Increase In 2021

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By helping others, you help yourself.

Increasing Profits In 2021

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When you see how you can add value to those around you, you don’t need to “sell.”

There’s At Least 20% More AUM In Your Book

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Many advisors likely don’t look at the opportunities right in front of them.

Three Common Obstacles to Cultivating Centers of Influence

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Working with allied professionals requires overcoming three primary obstacles.

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