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The Art of the Financial Planning Checklist

01.13.20

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From Launch to December: Model FA Top Blog Posts of 2019

Summary: As we enter 2020, now is a great time to look back at the summer when we launched The Model FA. Since then, we have published 32 blog posts, 18 episodes of The Model FA Podcast, and 31 videos!For those who have been with us from the very beginning, thank you! We are honored […]

01.02.20 | Natalia Autenrieth, CPA | 0 Comments

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Virtual Financial Advisor: Next Big Thing or Expensive Fad?

Summary: It’s easy to see the appeal of the virtual financial advisor business model. You get to work wherever you can put up a laptop and connect to the Internet. You can fill your practice with ideal prospects across the country, not just those who happen to live in your zip code. You can keep […]

11.12.19 | Patrick Brewer, CFA, CPA | 0 Comments

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S2 EP09 Tax strategy planning for clients with Dominique Molina

11.11.19 LISTEN TO PODCAST

S2 EP08 Career Management and Recruiting for Financial Advisors with Ryan Shanks

11.04.19 LISTEN TO PODCAST

Rethinking The Real Reason You Are A Financial Advisor

10.31.19

Transform |

The Art of the Financial Planning Checklist

From Launch to December: Model FA Top Blog Posts of 2019

Virtual Financial Advisor: Next Big Thing or Expensive Fad?

S2 EP09 Tax strategy planning for clients with Dominique Molina

S2 EP08 Career Management and Recruiting for Financial Advisors with Ryan Shanks

Rethinking The Real Reason You Are A Financial Advisor

S2 EP07: Produce meaningful business, not just popularity with Jason Wenk

S2 EP06: Creating Value for Your Financial Advice Practice with Josh Patrick

S2 EP05: Video Blogging for Financial Advisors with Bill Winterberg

S2 EP01: Video Marketing for Financial Advisors with Greg Rollett

The Art of the Financial Planning Checklist

From Launch to December: Model FA Top Blog Posts of 2019

Virtual Financial Advisor: Next Big Thing or Expensive Fad?

S2 EP09 Tax strategy planning for clients with Dominique Molina

S2 EP08 Career Management and Recruiting for Financial Advisors with Ryan Shanks

Rethinking The Real Reason You Are A Financial Advisor

S2 EP07: Produce meaningful business, not just popularity with Jason Wenk

S2 EP06: Creating Value for Your Financial Advice Practice with Josh Patrick

S2 EP05: Video Blogging for Financial Advisors with Bill Winterberg

S2 EP01: Video Marketing for Financial Advisors with Greg Rollett

Starting a Financial Advising Practice

What Advice Are We Actually Selling?

The Reality of Becoming a Junior Partner in a Financial Planning Firm

The Art of the Financial Planning Checklist

Three Pillars of Financial Advisor Marketing and Client Acquisition

The Conundrum of Financial Designations

Rethinking The Real Reason You Are A Financial Advisor

The Importance of Picking the Right Financial Advisor

Rethinking Your Focus Area/Niche Selection

What A Lightsaber Can Teach You About Marketing

Put Me in Coach, I’m Ready to (stop) Playing Advisor

Don’t Be a Bagel Salesman

How to Get Gross Revenue to 500K

The Importance of the Offer

The Myth of Time Management

4 Ways to Scale Your Financial Advisory Practice

#1 Mistake Financial Advisors Make in Their Sales Process

What is Wealth Management?

The Fallacy of the Hourly Advisor

The Conversation You Should Have (with Yourself)

Once Upon a Time in Niche Fantasyland

The 5 Advisor Personality Types

Low Cost Facebook Audience Building

You Want to Do What in Vegas?

Marketing Through Uncertainty

The Parable of the Excess Returns

The Power of Why

The Value of Trusted Advice

The Sacrifice of Building a Business

Why You Should Fire Your Coach

The Number One Competitor for Financial Advisors

The Anti-Niche Opportunity

The Trouble with Consistent Sales

Solving the Fee Formula

The Balboa Hiring Strategy