Notes From the Desk: The State of the US Consumer

Published on October 22, 2024

The cautiously optimistic American consumer braces for financial strain as inflation and debt delinquencies are expected to rise.

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Building a $1 Million, 100-Days-Off Practice With a Proven 7-Step Framework

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I have developed a seven-step framework that has been used countless times to assist advisors looking to build a $1 million, 100-days-off practice, as well as help leaders of seven-figure firms scale their success to new heights.

Are You in a Trust Recession?

October 22, 2024
In this new economy, your prospect is assessing you, the opposite of the way things should be and used to be. The advisory industry is now officially in a trust recession.