March
Sub-archives
Mar 29, 2011
I hope that if it was not clear before, it is not less clear now.
Most clients want simple and clear recommendations and action items from their financial advisors. read more...
Mar 22, 2011
I don't believe in fairies. Oops! A fairy died. I don't believe in fairies. Oops! Another fairy died.
Belief Creates The Actual Fact. -William James read more...
Mar 19, 2011
A Day Without Sunshine is Like, Night
Have you considered that what you believe clients value in a Trusted Advisor may be night and day from what they actually value most? read more...
Mar 15, 2011
He Who Re-invents The Wheel Will Likely Design a Square Wheel and Spend a Year Trying to Figure Out Why It Won't Roll
Why does someone believe you when you say there are four billion stars, but checks when you say the paint is wet? read more...
Mar 10, 2011
I'd Like To Hire You As My Advisor, But...
Before I Sign Anything Could I Call Some Of Your Ideal Client References? read more...
