Sep 25, 2023 | 403(b)/457, Financial Advisors, Growing Advisors Business
A few years ago, my wife went to a garage sale and bought a box of old books for $25. She came home as excited as I had ever seen her. Why? One of the books was a 1831 edition of The Federalist Papers. We searched online and were thrilled to see an estimated value of...
Mar 21, 2023 | 403(b)/457, Financial Advisors, Growing Advisors Business
Unfortunately, recently I have needed a little bit more dental care than usual. My dentist has referred me to several specialists, and the specialist has always been more expensive than my local dentist, and most of the time, it is by a lot. The adage, “Riches are in...
Jan 10, 2023 | Financial Advisors, Growing Advisors Business, Retirement Readiness
People can understand simple things with ease, so “simple” is a great place to start when explaining new concepts to others. Focusing on simple concepts gives people a foundation where they can make connections and later build on those new ideas. But even seemingly...
Sep 27, 2022 | 403(b)/457, Financial Advisors, Retirement Readiness
Having completed my fourth Half Ironman a few weeks ago, I have been reflecting on what I have learned. From the very start, I’ve been surprised how often endurance sports training is compared to more typical athletic activities. I enjoyed sports in high school and...
Jun 6, 2022 | 401(k) Participant Education, Financial Advisors, Growing Advisors Business, Podcasts
Curse of Knowledge Three simple words can help us understand the problems many advisors face as they attempt to engage their clients toward retirement success: Curse of Knowledge.[1] Advisors know so much about their own world that they forget the context of those...
