Nov 24, 2025
Through the years, I’ve earned a reputation as a fixer. Financial advisors bring me problems, and I help them figure it out.
But there are some problems I can’t fix. Problems an advisor has to overcome on their own before I (or anybody else) can possibly help them.
And in this episod,e I’m sharing 15 of them.
Nov 17, 2025
Success isn’t complicated.
But achieving success gets complicated if you lean too much on your own smarts and abilities, and not enough on what others can teach you.
Thankfully, you can overcome the temptation to be self-absorbed by learning one word: The word I share and explain in this episode.
This one thing,...
Nov 10, 2025
AI is coming for advisors’ jobs. It just passed the CFA exam in mere minutes. It doesn't matter what you personally think about AI or whether or not you think it gives good financial advice:
Your market believes it does!
That’s the bad news.
The good news?
You can change the perception of your market… but...
Nov 3, 2025
It shocks me how many financial advisors struggle with their own finances.
If you struggle with your own money, how do you expect any clients to trust you with their money?
But that’s the unfortunate reality for far too many advisors. That’s why I recorded this episode.
I’m going to show you how to force...