[Prefer to listen to this story instead?  Click here.] Like so many we’re caught up reading Cal Newport’s latest New York Times bestseller, “Slow Productivity.” 

1. Who Owns the Client: The Advisor or the Broker-Dealer? Understanding client ownership is crucial. If the broker-dealer owns the client relationships, transitioning away in

In the world of financial advising, referrals are a powerful tool for growth. However, many advisors struggle with asking for them. Understanding the dynamics of

As a financial advisor, effective time management is essential for maximizing productivity and achieving your business goals. Here are some time management strategies that can