10 Excuses That Can Hold Your Practice Back When business gets difficult, financial advisors sometimes need to practice a little “tough love”—starting with themselves. It’s easy to explain away a lack of progress when markets are volatile, clients are distracted, or the demands of running a practice keep growing. But difficult conditions make clear decisions […]

Recognizing Emotions. Strengthening Judgment. Leading Better Conversations. Emotions influence financial decisions—and advisors experience them just as clients do. Confidence can become overconfidence. Excitement can turn into greed. Uncertainty can bring fear, and a disappointing decision can leave behind guilt or doubt. The challenge is to recognize what we’re feeling before it takes control of what […]