Investment Policy, Investment Strategy and the Professional Practice
6 minute read The Professional understands that communication with clients is of vital importance, not only in terms of the content delivered but also in how a Professional shares information. As a Professional Practice, my team and I focus on 24/7 service. We have made ourselves highly accessible to our coaching clients, Mastermind participants, and
Client Relationships: A Professional’s Most Important Asset
4 minute read The world as we know it has changed, but some things remain constant: with all that has gone on in the last two years, clients are looking for a deeper, lasting relationship with a professional advisor. Today’s client seeks a professional advisor who understands the importance of client relationships and is invested
Creating An Operations Manual For Your Professional Practice
5 minute read Your Professional Practice is meant to grow. Whether you’re currently a rookie, sitting in the bullpen with a dozen other rookies, or an advisor with one assistant, or even a small team, you have the potential to reach the next stage of Professional Practice. A small team of two can turn into
The Professional Practice
6 minute read Every business goes through five stages of change to achieve what we call The Professional Practice. What is The Professional Practice? A Professional Practice is a business that creates results in both your personal and your professional lives that are significantly beyond the effort and energy that go into it; a business
Fear of the Markets: Questions to Ask To Anticipate With Optimism
3 minute read Questions to Ask When Faced With Fear of the Markets Fear of the markets is a rising concern among many financial professionals. With the volatility of recent weeks and memories of periods like the ’87 crash and the continued stresses and effects of the pandemic, fear can quickly start to creep in.
Support & Resistance: The Battlefield of the Market
3 minute read Support and resistance are key concepts that help professionals identify and understand price levels on charts that act as barriers, preventing the price of an asset from getting pushed in a certain direction. Identifying support and resistance levels is one of the most fundamental skills involved in technical analysis. Once I learned
3 Trading Psychology Traps That Professionals Need To Avoid
3 minute read The financial industry, and especially trading as a profession, is built on the premise of making decisions without knowing the outcome of those decisions. We do our best to be right more often than wrong because losses are permanent. That’s why professionals focus on honing their trading brains and work daily to
Master Your Time: Time Blocking For Increased Productivity
4 minute read It can be hard to stay focused and get things done. With more computers, apps, and gadgets designed to make our professional lives easier, we need concrete strategies to help us make the most of the time we have each day. After all, if you do not control your schedule, it will
Build A High Performing Team
4 minute read One of the biggest challenges many advisors face is building a high-performing team to service the needs of clients. Why? In a word: people. People not doing the right thing at the right time. People not following through. The list goes on. If you want to join the ranks of millionaires or
Investment Policy, Investment Strategy and the Professional Practice
6 minute read The Professional understands that communication with clients is of vital importance, not only in terms of the content delivered but also in how a Professional shares information. As a Professional Practice, my team and I focus on 24/7 service. We have made ourselves highly accessible to our coaching clients, Mastermind participants, and
Client Relationships: A Professional’s Most Important Asset
4 minute read The world as we know it has changed, but some things remain constant: with all that has gone on in the last two years, clients are looking for a deeper, lasting relationship with a professional advisor. Today’s client seeks a professional advisor who understands the importance of client relationships and is invested
Creating An Operations Manual For Your Professional Practice
5 minute read Your Professional Practice is meant to grow. Whether you’re currently a rookie, sitting in the bullpen with a dozen other rookies, or an advisor with one assistant, or even a small team, you have the potential to reach the next stage of Professional Practice. A small team of two can turn into
The Professional Practice
6 minute read Every business goes through five stages of change to achieve what we call The Professional Practice. What is The Professional Practice? A Professional Practice is a business that creates results in both your personal and your professional lives that are significantly beyond the effort and energy that go into it; a business
Fear of the Markets: Questions to Ask To Anticipate With Optimism
3 minute read Questions to Ask When Faced With Fear of the Markets Fear of the markets is a rising concern among many financial professionals. With the volatility of recent weeks and memories of periods like the ’87 crash and the continued stresses and effects of the pandemic, fear can quickly start to creep in.
Support & Resistance: The Battlefield of the Market
3 minute read Support and resistance are key concepts that help professionals identify and understand price levels on charts that act as barriers, preventing the price of an asset from getting pushed in a certain direction. Identifying support and resistance levels is one of the most fundamental skills involved in technical analysis. Once I learned
3 Trading Psychology Traps That Professionals Need To Avoid
3 minute read The financial industry, and especially trading as a profession, is built on the premise of making decisions without knowing the outcome of those decisions. We do our best to be right more often than wrong because losses are permanent. That’s why professionals focus on honing their trading brains and work daily to
Master Your Time: Time Blocking For Increased Productivity
4 minute read It can be hard to stay focused and get things done. With more computers, apps, and gadgets designed to make our professional lives easier, we need concrete strategies to help us make the most of the time we have each day. After all, if you do not control your schedule, it will
Build A High Performing Team
4 minute read One of the biggest challenges many advisors face is building a high-performing team to service the needs of clients. Why? In a word: people. People not doing the right thing at the right time. People not following through. The list goes on. If you want to join the ranks of millionaires or