Financial advising with a

The Myth of Time Management

06.25.19
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One Tip to Improve Your Relationship with Paper Files

How one gadget under $50 can change your life Do you love to file? I don’t! Most people would rather let a mountain of paper take over their desk than take the time to file it away. Fortunately, you can make your papers easier work with. And in the process, your relationship with paper files might just go […]

06.22.19 | Chris Belfi | 0 Comments

4 Ways to Scale Your Financial Advisory Practice

06.20.19

The Fallacy of the Hourly Advisor

06.20.19

The 5 Advisor Personality Types

05.30.19
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How Financial Advisors Can Prevent Commitment Overload

One simple tool that will empower you to say “No” with confidence Do you know that sinking feeling in your gut when you realize you’ve taken on too much? Maybe you said “yes” to something new, like coaching your son’s hockey team. Or perhaps you’ve agreed to take on another project at work when you […]

05.16.19 | Chris Belfi | 0 Comments

The Parable of the Excess Returns

05.12.19

The Value of Trusted Advice

05.01.19

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