Fee Only Financial Advisor Vs. Commission-Based

We would like to quickly touch on the topic of being a Fee-Only or Commission-Based financial advisor . As you know we highly recommend doing everything in your power to convert to Fee-Only for several reasons. Reasons like:

  1. Recurring Income from management fees instead of one upfront commission payout that gives you little to no incentive to continue servicing your clients and properly managing their accounts.
  2. Limiting or removing the temptation to sell products that yield you a high commission all while being horrible for your clients.
  3. Entering into and maintaining an ongoing mutually rewarding relationship with your clients that will allow your financial practice to flourish because your client’s accounts are flourishing.

If you have any further thoughts, questions or comments please feel free to add to this discussion.

We look forward to your input.

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How to Have an Intelligent Conversation with Your Clients

client meetings Nov 12, 2018

A Global Intelligence Briefing for CEOs by Herbert Meyer

Herbert Meyer was the first senior U.S. Government official to forecast the Soviet Union’s collapse. For this, he was awarded the U.S. National Intelligence Distinguished Service Medal the highest honor that can be received from within intelligence community. With this in mind, continue on to absorb the thoughts and facts presented by this knowledgeable researcher concerning major transformations altering our lives and changing world history. Then read it again. Because you will soon see why these presentations [made to Chief Executive Officers of large international companies] is so poignant and eureka clear in its facts and logic.

“Currently, there are four major transformations that are shaping political, economic and world events. These transformations have profound implications for American business owners, our culture and our way of LIFE. “

  1. The War in Iraq

There are three major monotheistic religions...

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So, which group are you in?

Those who follow the “Golden Rule”? OR those who follow the “Rule of Gold”? 

According to Michael Masterson in his excellent book, “Ready, Fire, Aim”… everyone fits into one of these two groups.  

Basically, those in the “Golden Rule” group are “Sharers” with an Abundance Mindset.

They believe wealth is something that can be expanded and shared. So, they give and share knowing that there’s more than enough to go around. They also know that if they give… it will return to them in one way or another. In other words, you reap what you sow.

Those is the “Rule of Gold” group are “Hoarders” with a Scarcity Mindset.  

They believe wealth is limited and thus must be tightly clutched and hoarded. So, when dealing with others, they scratch, claw and scheme to take and hoard as much as they can. 

Treat your clients, employees and partners as...

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Uncategorized Aug 17, 2017

This may seem impossible.  

Yet, many high-achievers work only 3-4 hours per day. 

Peak performers like:

  • Stephen King (Do I really need to say?)
  • Eugene Schwartz (Top Copywriter of his era)
  • Gary Keller (Founder of the largest Real Estate company in US: Keller Williams Realty International)
  • And many others including top athletes, musicians and artists…

In fact, Gary Keller in his phenomenal book “The ONE Thing” recommends blocking off 4 hours a day to devote to your most important work.

How can you get away with working only 4 hours a day? 

The key is to make sure you’re intensely focused on your top priority task in these 4 hours.   During this time you’re only working on what matters most and what will have the greatest impact on your business.  

So this means NO Facebook (except for Facebook marketing), NO email (again… except for Email Marketing), NO reading non-essential stuff, etc....

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This is helpful entertaining info you can use to get more clients and patients in your business or practice.