How do you feel about your world and your work and your life? It may sound trite, but for us, life truly is what we make of it. And it is possible that this is all about time. If we stay busy—we’ll miss it all.[...]

Too many advisors lose too much time, money, and great staff by using out-dated or low-grade technology like Outlook to handle vital tasks such as tracking e-mails, to-do lists, and appointments. And even worse, that dat[...]

In this post-9/11 and 2008 global financial meltdown era, your role as an independent advisor goes beyond the numbers. Your life goes beyond your business. It is time for a new paradigm of financialadvisor, one that offe[...]

In last month’s edition of Transitions magazine (page 30), we were featured as a firm that focuses on serving financial advisors who are considering a broker-dealer change. We thought it would only be fair to explain j[...]

It’s that time of year when we reflect on the past twelve months and contemplate the next. After feeling the gratitude of simply surviving this last year, you may be considering what you can do to make next year better[...]

During an on-site consultation with a 20-year highly credentialed financial advisor, I noticed he was personally entering his client data into his financial planning software. We talked about it, and he believed that he [...]

The number one time challenge facing advisors today is that compliance and operations have become so complex and time-demanding that it takes advisors away from critical, revenue-generating activities. Unfortunately, the[...]

Coach Joe has spent more than 18,000 hours personally coaching more than 500 financial advisors. In writing Practice Power, Coach Joe provides his time-proven coaching techniques to anyone who reads it, and is willing to[...]

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