Monthly Archives: March 2011
Most clients want simple and clear recommendations and action items from their financial advisors.
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
Have you considered that what you believe clients value in a Trusted Advisor may be night and day from what they actually value most?
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?