Posts Tagged: financial life management

Stop asking for referrals; you’re better than that

At the Schwab Impact conference in Washington, I was on a panel discussing client experience. One part of the discussion caused quite a stir in the media, both traditional and social. While sharing our thoughts about wealth management, I made a pejorative comment about how our industry asks for referrals and the absurd “how to…

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Time or money: Which is more important?

Time is the other major limited resource in life, yet few manage it with the same discipline with which we manage money. I recently returned from an eye-opening family trip to Spain. I met my wife in Madrid more than two decades ago when we were both studying abroad, and while the city might be…

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To Grow Through Acquisition, Sell Your Own Practice First

Over the last 11 years I’ve attended and participated in dozens of conferences and break-out sessions on the topic of M&A within the wealth management industry. When I am speaking or as a panel member, I often kick the session off with these questions: “By show of hands, how many buyers are in the audience?”…

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What Advisors Can Learn From Apple

The marketers at Apple have earned another fist bump for their new iPhone 6 campaign. I love how they stay grounded in what is known (we like our phones) while also making it clear they have moved the product to the next level to something truly new. Smartphones have become incredibly personal and indispensable to…

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FinLife Partners is a dba of United Capital Financial Advisers, LLC.

All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, Honest Conversations®, Money Mind®, FinLife®, FlexScore®, Financial Control Scorecard®, FCS®, One Best Financial Life®, United Capital Private Wealth Counseling®, Ideal Life Index™, and FinLife Partners Powered by United Capital™, United Capital Financial Life Management™, Financial Years of Freedom™) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.