Using The Living Balance Sheet®: Client Planning Case
January 4, 2024As a financial advisor seeking business growth, incorporating The Living Balance Sheet® (LBS) can be a game-changer. At Consolidated Planning, […]
Read MoreThe Living Balance Sheet®: How This Tool Helps Financial Advisors
December 28, 2023The Living Balance Sheet® subscribers have on average higher profitability, meaning more business stays with the advisor, rather than a […]
Read MoreThe Consolidated Planning Fundamentals: How They Help Grow Your Practice
December 20, 2023Financial advisors are a reflection of what their firm represents, and vice versa. And the firm you choose to align […]
Read MoreBase Salary vs. Unlimited Income Potential: What It Means For Your Career
October 27, 2023According to the 2020 Kitces Research Study On Advisor Wellbeing, income potential was a moderate to strong motivator to pursue […]
Read MoreTop Advantages Of Moving Your Practice To Consolidated Planning
October 6, 2023True or false: the grass is greener where you water it. True. That is, if you have the appropriate foundation […]
Read MoreUnderstanding A Commission-Based Structure
September 29, 2023Commission-based careers are not for the faint of heart. And for financial advisors, compensation models are a crucial aspect of […]
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