Resilient Advisor™ - Premium Advisor Coaching & Workshops
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What are you and your family doing without...because of your habits? A talk given 80 years ago lays out some simple truths about success.
“The common denominator of success --- the secret of success of every man who has ever been successful --- lies in the fact that he formed the habit of doing things that failures don't like to do.” - Albert E.N. Gray SHOW SPONSOR Learn how to Simplify Investing, Reduce Fees & Improve Client Comm...
Simple systems get results. Complex systems fail. Learn how fpPathfinder paired with my AB Client Touchpoint System can help you systematically add financial planning objectives to your communication plan. All resources are FREE. https://www.resilientadvisor.com/fppathfinder
Are you tired of hearing about ? I am, but this story from the 1990's is a great reminder of why everyone needs to consider the possibilities.
In the late 1990s I was a rookie ‘Stock Broker’ working in an old fashioned bullpen at Dean Witter. On this particular day, there was a lot of excitement in the office.
Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTVTwitter: https://twitter.com/finadvisortvFacebook: https://www.f...
Advisors: Gain the confidence you need to escape the oppressive bureaucracy of your big firm. https://www.resilientadvisor.com/advisorbreakawaysystem
After the Vols walk-off field goal last year, singing Dixieland Delight with 100k friends & my son was an incredible moment. 2 months later, cancer came knocking. Here are the life lessons for my son:
1. Appreciate every moment.
2. Always hate Alabama
3. Dixieland Delight sounds better in Neyland Stadium.
Go Vols!
How a mobile kitchen helps Financial Advisor David Ortiz serve his clients in a unique way. Watch the full interview here: https://www.resilientadvisor.com/post/the-most-interesting-advisor-in-the-world-ep237
The Kolbe A Assessment has been a mandatory component of the Resilient Advisor Coaching Program from the start. Learn how it can help you and your team understand how to work and communicate better. https://www.resilientadvisor.com/post/kolbe
Clip: How Financial Advisors can use Jamie Hopkins new book in their practice.
Payout vs EBOC is very important to understand if you are considering a transition to independence. Patrick Brewer breaks it down in this clip. If you are considering going independent, check out the services provided by The Independence Incubator from Resilient Advisor: https://www.independenceincubator.com
Advisors: Don't sleep on the voice market. Emily Binder explains why in 90 seconds. Learn more about WealthVoice and how they serve FAs. https://wealthvoice.ai
How Financial Advisor David Ortiz leverages Holistiplan for tax planning with his clients. Watch the full interview here: https://www.resilientadvisor.com/post/the-most-interesting-advisor-in-the-world-ep237
One trend that is getting stronger is the interest in the FA community around transitioning to a Virtual Practice. In this interview, Derek Notman shares his approach.
Derek Notman was a virtual advisor before it was cool! As a serial entrepreneur, he runs 3 businesses and a popular podcast for advisors.
Great fall Saturday night in our house.
http://www.resilientadvisor.com/, http://financialadvisor.tv/
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Simple systems get results. Complex systems fail. Learn how fpPathfinder paired with my AB Client Touchpoint System can help you systematically add financial planning objectives to your communication plan. All resources are FREE. https://www.resilientadvisor.com/fppathfinder
Do you have sonic branding? Emily Binder shares what it is and why you need it on a recent Marketing Office Hours. #marketing
Advisors: We a giving away 3Q Planning Guides to help you serve your clients this summer in partnership with fpPathfinder. ➡ Fact: It is more effective to help clients select planning goals from a list. ⏩ This quarter's free guide will help your clients select from a list of 50 goals, making it easier for you to help them optimize their plan! 🚩 Download your Free 3Q Guide from fpPathfinder & Resilient Advisor: https://www.resilientadvisor.com/fppathfinder 🔥 Michael Lecours, CFP® generously gives away a free guide each quarter to help you better serve your clients. Join the hundreds of advisors who take Michael and I up on this offer each quarter! #financialplanning
Do you have sonic branding? Emily Binder shares what it is and why you need it on a recent Marketing Office Hours. #marketing
Simple systems get results. Complex systems fail. Learn how fpPathfinder paired with my AB Client Touchpoint System can help you systematically add financial planning objectives to your communication plan. All resources are FREE. https://www.resilientadvisor.com/fppathfinder
Do you have sonic branding? Emily Binder shares what it is and why you need it on a recent Marketing Office Hours. #marketing
How a mobile kitchen helps Financial Advisor David Ortiz serve his clients in a unique way. Watch the full interview here: https://www.resilientadvisor.com/post/the-most-interesting-advisor-in-the-world-ep237
The Kolbe A Assessment has been a mandatory component of the Resilient Advisor Coaching Program from the start. Learn how it can help you and your team understand how to work and communicate better. https://www.resilientadvisor.com/post/kolbe
Clip: How Financial Advisors can use Jamie Hopkins new book in their practice. #FindYourFreedom
Payout vs EBOC is very important to understand if you are considering a transition to independence. Patrick Brewer breaks it down in this clip. If you are considering going independent, check out the services provided by The Independence Incubator from Resilient Advisor: https://www.independenceincubator.com
Advisors: Don't sleep on the voice market. Emily Binder explains why in 90 seconds. Learn more about WealthVoice and how they serve FAs. https://wealthvoice.ai
How a mobile kitchen helps Financial Advisor David Ortiz serve his clients in a unique way. Watch the full interview here: https://www.resilientadvisor.com/post/the-most-interesting-advisor-in-the-world-ep237
The Kolbe A Assessment has been a mandatory component of the Resilient Advisor Coaching Program from the start. Learn how it can help you and your team understand how to work and communicate better. https://www.resilientadvisor.com/post/kolbe
Clip: How Financial Advisors can use Jamie Hopkins new book in their practice. #FindYourFreedom
Payout vs EBOC is very important to understand if you are considering a transition to independence. Patrick Brewer breaks it down in this clip. If you are considering going independent, check out the services provided by The Independence Incubator from Resilient Advisor: https://www.independenceincubator.com
Advisors: Don't sleep on the voice market. Emily Binder explains why in 90 seconds. Learn more about WealthVoice and how they serve FAs. https://wealthvoice.ai
The Kolbe A Assessment has been a mandatory component of the Resilient Advisor Coaching Program from the start. Learn how it can help you and your team understand how to work and communicate better. https://www.resilientadvisor.com/post/kolbe
Clip: How Financial Advisors can use Jamie Hopkins new book in their practice. #FindYourFreedom
How Financial Advisor David Ortiz leverages Holistiplan for tax planning with his clients. Watch the full interview here: https://www.resilientadvisor.com/post/the-most-interesting-advisor-in-the-world-ep237
Payout vs EBOC is very important to understand if you are considering a transition to independence. Patrick Brewer breaks it down in this clip. If you are considering going independent, check out the services provided by The Independence Incubator from Resilient Advisor: https://www.independenceincubator.com
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