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    Financial Advisor (3)

    If You Can’t Stand the Heat…

    I thought I’d start out with a couple of definitions. I know these are common words, but it’s important to capture this so that we’re all on the same page. The first word: overwhelming, by which I mean a very great amount. The second word: fact, something that is known and proven to be true. Then, we have immutable, one of my favorite words: something unchanging over time or unable to be changed.

    This Time, I Failed.

    I want to share with you a story, a recent story, a story of when I failed. Back in March of 2020,...

    The Road to a Better Life

    My partner Jim and I often talk about how financial advisors are compensated in our industry....

    The Discomfort of Honesty

    Recently I got a call from a client. “Ben, I really need to talk to you,” he said. He sounded...

    Which Side Are You Protecting?

    On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t...

    Whatever You Do, Don’t Question My Relationships

    One of my favorite TV shows is American Greed on CNBC. If you aren’t familiar with it, its...

    Does a Financial Advisor Serve – or Lead?

    When I was younger I had this football coach whom I greatly admired. You know that expression you...

    Homeschooling During COVID-19 and Beyond

    If this feels like the most dreaded Back to School season for you as a parent, you’re not alone....

    Making a Safe and Successful Transition in Quarantine

    It may feel like COVID-19 has put everything on hold and made some underlying problems worse. If...

    3 Things Wirehouse Advisors Need to Know Before Breaking Away

    In the financial advisory and investment world, Wirehouses are the franchises of the industry....
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