An operations manual in blue binder on desk in the office with calculator and pen

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

Read More
The Professional Practice

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

Read More
Fear of the Markets: Questions to Ask

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.

Read More
Support and Resistance

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

Read More
trading psychology traps

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

Read More
Time Blocking

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

Read More
High Performing Team

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

Read More
books for financial professionals

The Best Books for Professionals, Advisors & Practice Managers

3 minute read Are you still in the habit of learning new things? Many financial advisors wonder what they can do to become well-rounded and competitive while increasing their rate of success. A simple way to improve is to increase your knowledge. Dedicating yourself to being a lifetime learner is the greatest gift you can

Read More
Trump COVID stocks

What Do The Markets Think of the 2020 Presidential Election? Is It All FAKE NEWS?

3 minute read. The world woke up to the news that Donald Trump tested positive for Coronavirus. U.S stocks fell sharply. At 9:37 am ET, October 2, the Dow Jones Industrial Average was down 0.99 percent, the S&P 500 was down 1.25 percent and the Nasdaq Composite was down 1.68 percent. Those in the Mastermind

Read More
An operations manual in blue binder on desk in the office with calculator and pen

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

Read More
The Professional Practice

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

Read More
Fear of the Markets: Questions to Ask

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.

Read More
Support and Resistance

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

Read More
trading psychology traps

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

Read More
Time Blocking

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

Read More
High Performing Team

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

Read More
books for financial professionals

The Best Books for Professionals, Advisors & Practice Managers

3 minute read Are you still in the habit of learning new things? Many financial advisors wonder what they can do to become well-rounded and competitive while increasing their rate of success. A simple way to improve is to increase your knowledge. Dedicating yourself to being a lifetime learner is the greatest gift you can

Read More
Trump COVID stocks

What Do The Markets Think of the 2020 Presidential Election? Is It All FAKE NEWS?

3 minute read. The world woke up to the news that Donald Trump tested positive for Coronavirus. U.S stocks fell sharply. At 9:37 am ET, October 2, the Dow Jones Industrial Average was down 0.99 percent, the S&P 500 was down 1.25 percent and the Nasdaq Composite was down 1.68 percent. Those in the Mastermind

Read More
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