by mrretainer | Nov 6, 2019 | Information for Advisors, Productivity, The Future
As a financial advisor you know that clients come to you for a variety of reasons. They may be getting close to retiring, have inherited some money, or perhaps they are finally making enough to think about being strategic with their investments. They...
by mrretainer | Aug 17, 2019 | Information for Advisors, Productivity
We all have different reasons we became financial advisors. You may be at a point where you want to know how to make more money as a financial advisor. At some level we want to help people and that is a very important element of our job. But helping people can’t be...
by mrretainer | Aug 16, 2019 | Productivity, Tools & Technology
Why do Financial Advisors need tools? Financial advisors need tools to be extraordinary. Tools include knowledge, skills, resources, and physical instruments. When I made the move to retainer-based, I questioned everything. I found tools along the way to help me...
by mrretainer | Aug 2, 2019 | Productivity
We compiled a list of music to inspire you to be productive. As an entrepreneur things get tough. Add to that if you are trying something new and it’s hard at first. It can be hard getting in the right mindset to knock out hours of work at times when there’s a lot on...
by mrretainer | Jul 11, 2019 | Vacation
If you go on a vacation and take your clients with you (in the form of emails, texts, etc.) then that’s not really a vacation. A vacation for a Financial Advisor should be more than that. The Dream Vacation for a Financial Advisor I get it, customer service is one of...
