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How can a “general practitioner” be more successful?

How can a “general practitioner” be more successful?

Imagine yourself the “Mike Holmes” of your client’s finances. Mike Holmes of the television show Holmes on Homes leads a team of expert trades people to repair homes. Building and leading an expert financial team is the future of the general practitioner. No one...
What One Piece of Advice I Would Give to a New Advisor?

What One Piece of Advice I Would Give to a New Advisor?

Confucius said: “Choose a job you love, and you will never have to work a day in your life.” I think the job you love should also be one in which you are well paid and at which you excel. Even as a rookie, that’s the key. Find that one thing you like to do, can do...
It’s Not Easy Being a Financial Advisor.

It’s Not Easy Being a Financial Advisor.

You don’t just wear several hats, it’s like you have to have several heads. Being a financial advisor is probably one of the most challenging businesses in the world – especially today. The financial world is getting more complicated than ever. Clients demand...