Feb 21, 2022
As advisors eager to please and develop relationships with clients, it’s tempting to become a true chameleon. Blending in with every client, transforming into their reflection, and establishing such harsh boundaries that clients never meet the real you. Although there’s a time for mirroring clients, Megan Gorman...
Feb 7, 2022
Why are some advisors able to consistently grow their businesses, while others stagnate? Michael Kitces, Head of Planning Strategy at Buckingham, is here to define those small but powerful differences.
Like many advisors, Michael got his start in the insurance business, struggling to prospect anyone who’d listen....