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...
May 18, 2021 | 401(k), 403(b)/457, Financial Advisors
Recently I finished a Half Ironman Triathlon in St. George, Utah. It was a great race: swimming 1.2 miles, biking 56 miles, and then running the half-marathon, 13.1 miles. That’s 70.3 miles in total! The elevation gain of just over 4,400 feet had me contemplating...
Mar 9, 2021 | Growing Advisors Business
What’s Your Next Step When making key decisions, businesses must do a lot of research. Poor decisions can cost companies millions—or even push the company into bankruptcy. In contrast, good decisions can place a company well ahead of the competition. Having...
Feb 2, 2021 | Growing Advisors Business
You Are Here Communicate with clarity While my oldest daughter was studying abroad in France, my wife visited her during spring break a few years ago. Soon after arriving, they traveled to Africa to visit some family friends. They got very little sleep during their...
Dec 22, 2020 | Growing Advisors Business
Principles of Engagement Capturing engagement from Americans in retirement readiness has never been easy. Pop culture provides plenty of evidence of that, from cartoons poking fun at boring meetings with financial advisors to Super Bowl “This Is Getting Old”...
