How often do we try to serve clients by solving the wrong problem?
Are We Holding the Right Suitcase?
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Collaboration Leads To Growth
Do you think a point of view is important? Clients are looking for advisors with a point of view, and we will need to challenge theirs when they are not being realistic about the challenges...
Being Anticipatory is Distinctive
This blog is the fourth part of a series that outlines the Four Building Blocks to Move to Advisory Services.We’ve already discussed the first two blocks: MINDSET SHIFT and CONFIDENCE. ANTICIPATORY...
Mind the Gap: The Gap Is Bigger
We see it every day — automation, implemented well, reduces the amount of compliance work we perform. We experience it every day — fierce competition from outside our profession pursuing our...
How to Avoid Being Irrelevant
A recent beBetter blog, Price is Rarely the Issue, generated some interesting comments and thoughts. One that really caught my attention was from a HORNE team member in Tennessee, David Friedt....
Listening for the Opportunity to Help
What a beautiful day on Eagle Lake with my fishing buddy Bruce. The sun has peeped out and we have a slight southwest breeze blowing about 6 mph. I’m smiling as I’m looking into the live well where...