by mrretainer | Nov 19, 2019 | Information for Advisors, The Future
Admit it, we all want to get something for nothing. We live in a world where we shop at Target, scan an item and see if we can get it for less on Amazon. We want to value going to the local, small business to purchase a toy for a birthday party, but the...
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 | Jun 17, 2019 | Productivity, The Future, Tools & Technology
You decided that this is the year to make changes to live your dreams. Now what? Most of us have been there. Retainer-based planning is the way to make it happen. You meant well, you wanted to help people with their finances and maybe you worked for a “big firm”...
by mrretainer | Jun 17, 2019 | Productivity, The Future
When I started contemplating the idea of retainer-based planning, I had various thoughts and questions going through my mind. When is the right time to switch to retainer-based planning? How long will the transition period be? When’s the best time to implement...
by mrretainer | Jun 17, 2019 | Productivity, The Future
It turns out that the Avengers and Financial Advisors have a lot in common. I will try not to spoil the movie, but you should have seen it by now. An Ending Leads to a Beginning The world is constantly evolving. Stories are ending and beginning in an infinite cycle....
by mrretainer | May 9, 2019 | Productivity, The Future
I’ve been asked, “what if I don’t change?” Well, that is an option. Someone smarter than me once said, “The easy answer is rarely the right one and the right answer is rarely the easy one.” I think the times are gone where being an advisor was about asset...
