The Advisor of Tomorrow

Click Here To Listen On Apple Podcasts Financial advisors hesitating to launch a podcast because they think there are already too many podcasts or they don't have anything unique to share are missing a tremendous opportunity to grow their business…

Continue Reading →

An important step in developing your content marketing strategy is sharing and spending time where your clients and prospective clients are. So far, Facebook has been a platform I've used sparingly. RLS Wealth Management has a business page, but I've…

Continue Reading →

Click Here To Listen On iTunes It is time for financial advisors to move from a mindset of scarcity to one of ABUNDANCE; there are more than enough individuals to help and build a success business of any size. Once you are able to shift from scarcity…

Continue Reading →

"La-da-da-da-dahh..." If you're not a hip-hop fan, you may not recognize this quote...it's a part of one of the most iconic intros for a hip-hop song ever--Dr. Dre's The Next Episode. I felt it was fitting to start this blog post with it as we talk…

Continue Reading →

Dear Financial Advisor, You want to be a fee-only advisor? Great, You Do You. You want to be a hybrid advisor? Great, You Do You. You want to do seminars to grow? Great, You Do You. You want to knock on doors? Great, You Do You. You want to host a…

Continue Reading →

There's a good chance you are already familiar with Josh Brown--he really needs no introduction. BUT, just in case you are a financial advisor beginning to uncover the world of FinTwit and the financial blogosphere, the latest episode of The Human…

Continue Reading →

It wasn't until the end of 2019 that I reorganized my YouTube channel to support the multiple brands found on it; when I first started my YouTube channel all of the videos were under All About Your Benjamins™ brand and there were different "shows…

Continue Reading →

We start every new year out with intentions of improving upon the previous year; some of us declare new resolutions and some establish new goals—many of us do both. As you work on getting ready for a successful 2020 (however you measure it), I also…

Continue Reading →

The crew over at YCharts recently published a survey conducted with 650 investors centered around communication with their financial advisors. I'm always trying to improve communication with clients and do it at scale, so this was a study I was very…

Continue Reading →

I'm not going to pretend to be an expert on the Setting Every Community Up For Retirement Enhancement aka SECURE Act, but it looks like it's time to understand how the proposed changes will impact the work we do with our clients. And I don't know…

Continue Reading →

Earlier this week my friend Dani Fava, the Director Of Innovation for TD Ameritrade, joined the Advisor Growth Community for a discussion about the future of FinTech and wealth management. Her presentation was phenomenal—we learned a lot about…

Continue Reading →

In late October I made a trip to LA to meet up with AGC™ co-founder Taylor Schulte and visit the Altruist HQ in Venice to record an episode of The Human Advisor Podcast. If you’re not familiar with Altruist, it is a Fintech company making waves…

Continue Reading →

A new blog? That's right. For the last three, almost four, years I've been writing over on my blog All About Your Benjamins. When I launched AAYB, I envisioned it being primarily for my clients and individuals--I never anticipated an audience of…

Continue Reading →