Author's Note: Over the twenty years I've been in this industry, I've seen a great many advisors fail. They are well-intentioned people who didn't know ...

Are you an "advice-giving financial professional?"If so, please take a brief quiz consisting of one question.Quiz: Suppose that one of your clients, a grandmother, tells ...

Ever want to increase your income? Now is your "GoldenOpportunity." In our experience, one of the most effective ways to double your income is contained ...

As a Clinical Hypnotherapist and coach, I work with values every day. From time to time, I realize that my clients maintain two pretty serious ...

How will your practice achieve revenue growth in 2005?For most financial professionals, the answer includes some variation on the theme of "acquiring new clients and ...

NOTE: Because I approach the financial industry from a psychological perspective, I get to see you and your practice in a totally different light. What ...

NOTE: On September 28, I delivered a program titled "Communication Ethics" at the Ethics Conference of Investment Management Consultants Association (www.IMCA.org). I taught a full ...

A prospect comes into your office; let's call him Jake. You shake hands and offer Jake a seat. Stop - at that point, what do ...