Financial advising with a

Starting a Financial Advising Practice

01.20.20

The Conundrum of Financial Designations

11.07.19

Rethinking Your Focus Area/Niche Selection

10.14.19
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From Patrick Brewer: Top 9 Mistakes of 2019

Summary: As we enter the last quarter of 2019, Patrick Brewer does a postmortem analysis on the biggest mistakes and lessons learned from this year. 2019 wasn’t all about mistakes. We have launched a brand new business (Model FA). We’ve supported many advisors on their path to growth. We have added amazing professionals to our […]

10.03.19 | Patrick Brewer, CFA, CPA | 0 Comments

Put Me in Coach, I’m Ready to (stop) Playing Advisor

08.07.19
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3 Mistakes in Succession Planning for Financial Advisors

Avoid my mistakes in succession planning for financial advisors (a real-life case study and lessons learned from a failed succession plan). Imagine this. You’ve just purchased a retiring financial advisor’s firm. On your first day, you walk into the office, ready to change the world. After being introduced to the staff (who are all very […]

08.01.19 | Patrick Brewer, CFA, CPA | 0 Comments
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Advisor Self-Limiting Beliefs and 3 Steps to Overcome Them

“Sow a thought, reap an action; sow an action, reap a habit; sow a habit, reap a character; sow a character, reap a destiny.” ― Stephen Covey, The 7 Habits of Highly Effective People I’ve read recently that Covey adapted this quote from Gandhi. Regardless of who said those words first, the quote holds the […]

07.30.19 | Dominique Henderson | 0 Comments

Starting a Financial Advising Practice

What Advice Are We Actually Selling?

The Reality of Becoming a Junior Partner in a Financial Planning Firm

The Art of the Financial Planning Checklist

Three Pillars of Financial Advisor Marketing and Client Acquisition

The Conundrum of Financial Designations

Rethinking The Real Reason You Are A Financial Advisor

The Importance of Picking the Right Financial Advisor

Rethinking Your Focus Area/Niche Selection

What A Lightsaber Can Teach You About Marketing

Put Me in Coach, I’m Ready to (stop) Playing Advisor

Don’t Be a Bagel Salesman

How to Get Gross Revenue to 500K

The Importance of the Offer

The Myth of Time Management

4 Ways to Scale Your Financial Advisory Practice

#1 Mistake Financial Advisors Make in Their Sales Process

What is Wealth Management?

The Fallacy of the Hourly Advisor

The Conversation You Should Have (with Yourself)

Once Upon a Time in Niche Fantasyland

The 5 Advisor Personality Types

Low Cost Facebook Audience Building

You Want to Do What in Vegas?

Marketing Through Uncertainty

The Parable of the Excess Returns

The Power of Why

The Value of Trusted Advice

The Sacrifice of Building a Business

Why You Should Fire Your Coach

The Number One Competitor for Financial Advisors

The Anti-Niche Opportunity

The Trouble with Consistent Sales

Solving the Fee Formula

The Balboa Hiring Strategy