Trust is Earned, Not Given

We all know that real trust has to be earned over time through positive experiences. Especially in our world as planners, it can take several years for clients to faithfully allow us into their “Circle of Trust”. We’ve also noticed that as client relationships mature over time, meetings naturally become less frequent due to the…

SEC’s Decision Hinders the Transformation of Financial Advice

I saw very little news coverage this week on the Securities and Exchange Commission (SEC) approving a variety of changes on how investment professionals will be regulated. Instead, I saw more news about China trade, the potential for Federal Reserve action and other bits of economic data that are also important issues, but not directly…

3 Steps to Prioritizing Your Decision-Making

Sometimes, it’s really hard to make decisions. The more important the decision at hand, the more likely there are multiple factors or variables that we have to consider. What’s the last big financial decision you had to make? Taking a new job? Deciding when to retire? Moving? Planning a vacation? Juggling two kids going to…