Stop Old Emails From Stealing Your Awesomeness

This article was originally published at ModelFA.com Join our email count challenge! Let me open this with a personal question. How many e-mails in your inbox right now are more than two days old? When I first start working with some of my clients, the number we begin with is often well over a thousand. […]

4 Stages Of Financial Advisor Client Relationships

This article was originally published at ModelFA.com  Financial advisor client relationships are built on a foundation of deep trust. Here is a blueprint for strategic trust acceleration. How do you think about the people that you interact with as a financial advisor? Most advisors I know divide their world into two categories: prospective clients and actual clients. That isn’t […]