Category: Planning Philosophy

The Living Balance Sheet®: How This Tool Helps Financial Advisors

December 28, 2023

The Living Balance Sheet® subscribers have on average higher profitability, meaning more business stays with the advisor, rather than a […]

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The Consolidated Planning Fundamentals: How They Help Grow Your Practice

December 20, 2023

Financial advisors are a reflection of what their firm represents, and vice versa. And the firm you choose to align […]

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Base Salary vs. Unlimited Income Potential: What It Means For Your Career

October 27, 2023

According to the 2020 Kitces Research Study On Advisor Wellbeing, income potential was a moderate to strong motivator to pursue […]

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Top Advantages Of Moving Your Practice To Consolidated Planning

October 6, 2023

True or false: the grass is greener where you water it. True. That is, if you have the appropriate foundation […]

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Understanding A Commission-Based Structure

September 29, 2023

Commission-based careers are not for the faint of heart. And for financial advisors, compensation models are a crucial aspect of […]

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Micro Advisor Model vs. Macro Advisor Model

September 14, 2023

Being a financial advisor means focusing on the big picture and the fine details. …All at the same time. Here […]

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