So you want to help the environment, but you don’t think that you have enough time? Here are 10 simple things that you can do in under a minute that will help the environment and save you money at the same time: 1. Use Half The Amount (time: none): Try using half the amount of … Read more
For many years, the traditional career track for financial advisors has been an ‘eat what you kill’ model – where advisors must independently find, convert, and manage their own clients. As such, it isn’t uncommon for an advisor’s first few years to be characterized by long hours, high rejection rates, and low pay. For many, … Read more
Launching an advisory firm can be a daunting endeavor, requiring advisors to take on significant financial and responsibility with no guarantees of success. Given these challenges, advisors may consider bringing on a business partner to share both the costs and the burden of decision-making. By pairing with a partner in the firm’s early days, advisors … Read more
Dear Dave, I just finished paying off all my consumer debt in Baby Step 2. It took a long time, but I finally did it. Now, it’s time to grow my $1,000 beginner emergency fund to a full-funded emergency fund. I’ve been working on this for a while, and I’m glad I’m doing … Read more
“Building in public” is a common piece of advice for tackling new challenges – whether launching content, starting a business, or setting personal or professional goals – as public commitment fosters accountability and motivation, tapping into the human desire to avoid embarrassment. While this approach can be effective, it ultimately poses its own difficulties; for example, … Read more
