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 | 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...
