Our succession plan caused some confusion, but it also forced us to clarify what we do.
This program offers a new way to think about it.
When it comes to things like the Covid-19 pandemic, you have to learn how to change a client's narrative when they are still in crisis.
If we take time to reflect on ourselves, it will help us reflect better on clients.
Spoiler alert: You aren't all there is.
You can correct mistakes in your business if you weigh the judgments you used to make them in the first place.
How do you relate better to others? There's a method for that.
There are lots of questions you must ask yourself about your business.
The reason this is mostly a white industry is that barriers to entry are created for those different than us.
The pandemic has shown us what we are and aren’t prepared for as advisors.
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