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Nine Time Management Tips for Financial Advisors

Ask yourself… “Is what I’m doing right now making me money?” Be honest. If you don’t like the answer to that question, it’s time to take an hard look at how you spend your working hours. Time, after...

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Movie Monday: HR Horror Story

My friend Tra Williams says it best, “People are weird.” While I’m a big believer that idiosyncrasy has its upside in the workplace, you’ve absolutely got to manage the level of crazy Ben Eubanks...

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Financial Advisors: How to Identify Your Ideal Client

Courting the ideal client is not unlike the dating game. There’s the spark of interest, the pursuit, a series of getting-to-know-you rendezvous, and ultimately an invitation to commit to a long-term...

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Five Habits of Successful Financial Advisors

If you’ve read one too many management books and you’re ready for a cold, hard dose of the truth… here it is. If your definition of success is based solely upon the size portfolio you manage, you’re...

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Movie Monday: Weirdos Win

We are deluged with over 5,000 branded messages a day now, up from 500 not too long ago. In this sort of environment, is it any surprise that an idea needs to be quirky, off-center, or even downright...

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Six Considerations for Choosing a Financial Advisor

They say that beggars can’t be choosers. Well, you’re not a beggar. You have sizable assets that need professional management. If there ever was a time to be extraordinarily choosy, it’s now. But, like...

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Why Should Financial Advisors Hire a Coach?

The game is changing…for you as an advisor, for your clients, and for those you want to do business with. Your potential as an advisor isn’t a sole function of size portfolio you have under management....

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What is the Difference Between Fee-Only and Traditional Advisors?

Is your financial advisor dangling a carrot on a stick? Or, are you walking hand-in-hand in solidarity as you chart your financial future? Maybe the difference isn’t that clear. As more investors are...

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How Can Financial Advisors Create Advocates?

Brokering Trust: Fire up your Referral Engine o If a foodie referred a sub-par restaurant, you’d second guess their palate. o If an interior designer referred you to an “exclusive” boutique full of...

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Should I Take Free Investment Advice?

Remember that time you went on the beach vacation? Toes in the sand… beautiful sunsets… and a gorgeous ocean-front property. You thought to yourself…“Wouldn’t it be nice to do this more often?” So you...

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The Power of “No”

Saying, “No” makes a two-year old feel powerful. “No, no, No, no, no, no, NO!” In a toddler’s world, this simple declaration is a decision that’s both finite and incredibly satisfying. It’s one of...

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You’re Not That Great – The Book

It’s been just about a year since I presented “You’re Not That Great: A Motivational Speech” at TEDx Huntsville. Since that time, I have been amazed with the response to this simple message and the...

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Love, Money and Irrationality – I Can Change Them Bias

Today begins the first of a 4 part series on cognitive traps common to both being in love and managing money. The notion that personal involvement in a cause can bring about powerful change is largely...

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Love, Money and Irrationality – This Time is Different Bias

This is the second piece in a four part series on decision-making traps common to both love and money. The oft-tossed about statistic about half of marriages ending in divorce is a little misleading....

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Love, Money and Irrationality – Prince Charming Bias

This is the third part in a four part series on decision-making traps common to both love and money. The third bias I’d like to discuss is “Prince Charming Bias” or a hope for a high-impact, low...

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Love, Money and Irrationality – I Just Can’t Quit You Bias

This is the final piece in a four part series on decision-making irrationalities common to both love and money. 2002 marked one of the most irrational decisions ever made – my then girlfriend dumped...

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5 Ways to Motivate Yourself to Save More Money

David Bakke is a contributor and writer for Money Crashers Personal Finance, an online resource for smart spending and personal development. Considering the current state of the economy and where it...

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What Can Christmas Teach You About Leadership?

It’s the most wonderful time of the year – a time when people, regardless of their religious affiliations, seem to draw closer to one another (notwithstanding the occasional trampling at Wal-Mart). The...

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Movie Monday: The Business Impact of Stress

Talk of stress and its negative impact is ubiquitous. What is less well known, however, are the tangible, dollars and cents ways in which high stress levels could be harming your business. The next...

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What Does It Take To Be Great?

Psychologists, leadership gurus and televangelists are among the myriad talking heads that have benefitted from “great inflation” – the notion that greatness is our due. After all, what could be easier...

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