Daniel Collison, Managing Partner, Advice2Advisors

Financial Advisors, Planners & Managers: I particularly like "teach, don't pitch" and "target your message" . . . ____________ To learn more, contact us at: advice2advisors.com We've been helping FAs and their firms excel for over 30 years. advisor.ca/practice/your-…

Financial Advisors: I love these lists. I especially like question #5 "Do you specialize in clients like me?" In other words, "are you specialized enough to have an Ideal Client . . . " ____________ To learn more, contact us at: advice2advisors.com advisorhub.com/resources/five…

Insurance Advisors & Managers: Are you ready to step-up and help clients navigate the daunting tasks of estate settlement? ____________ To learn more, contact us at: advice2advisors.com wealthmanagement.com/estate-plannin…

Financial Advisors, Planners & Managers: "Remember that the S&P 500 Index has finished the year in positive territory 74% of the time since its inception in 1926. But why are Millennials flocking to self-manage their investments?🤔 advisoranalyst.com/2024/07/15/val… via @advisoranalyst

Financial Advisors, Planners & Managers: ____________ To learn more, contact us at: advice2advisors.com We've been helping FAs and their firms excel for over 30 years. businessinsider.com/boomers-not-wa… via @businessinsider

Financial Advisors & Planners: This educations and designation could be a game-changer for your clients and business alike! Check it out and register. Certified Executor Advisor (CEA) Designation Program Now Offered Throughout the USA prn.to/3x2R1Yn

At what point does the act of treason actually become offensive to politicians and citizens? Terry Glavin: It isn't 'foreign interference' if the culprits are willing MPs nationalpost.com/opinion/terry-… via @nationalpost

Declaring an Ideal Client makes everything in your business easier: marketing, prospecting, strategizing, product positioning, and behavioral coaching. Virtually everything gets easier and your referrals and introductions. advice2advisors.com advisor.visualcapitalist.com/the-top-5-reas…

Financial Advisors, Planners & Managers: No one is immune! But . . . you can most certainly eradicate the Top 2 reasons for being fired! ____________ To learn more, contact us advisor.visualcapitalist.com/the-top-5-reas…

Financial Advisors, Planners & Managers: Growth, when planned, is not only possible, but it's fun! As the saying goes, either you're growing or you're dying. Choose growth! ____________ To learn more, contact us at: advice2advisors.com advisor.ca/practice/your-…

Financial Advisors, Planners & Managers: In the immortal words of Jim Collins, "good is the enemy of great". Want to get to great . . . where everything is better? Do what the great ones do. Then, Build Bigger & Better! ____________ advice2advisors.com

Financial Advisors: If you're not talking estate planning you're going to pay dearly for that! advice2advisors.com wealthmanagement.com/estate-plannin…

The Top 5 Reasons Clients Fire a Financial Advisor advisor.visualcapitalist.com/the-top-5-reas…

Financial Advisors, Planners & Managers: In their seminal book "Nudge", Thaler & Sunstein wrote that "a choice architect has the responsibility for organizing the context in which people make (good) decisions." Financial Advisors, in their . . . read: bit.ly/3PVGKDN

Financial Advisors, Planners & Managers: Would you like a NEVER-ENDING source of Referrals and Introductions? Within 12 months you can have it . . . guaranteed! Set up a Personal Networking Group – think BNI or Le Tip – with other . . . read: bit.ly/4ar624F

Financial Advisors, Planners & Managers: We believe that you shouldn't ask for referrals.  It tends to make your clients uncomfortable, which in turn, makes you uncomfortable . . . which then leads to you not asking for referrals anyway! So . . . Read: bit.ly/4cNr4Mt

Financial Advisors, Planners & Managers: Do you get as many referrals from clients and C.O.I.s as you'd like? Use the science of referability to double, triple or even quadruple your numbers. But first, ask yourself, "Do I": - advertise my . . . bit.ly/3U82RZV

Financial Advisors: What’s Your Money Philosophy? | NASDAQ nasdaq.com/articles/finan…

Financial Advisors: Do you think consumers might be looking for some tax planning strategies with these egregious tax rates? Speak with us if you'd like to learn how to speak tax planning as a financial advisor. Your business will flourish. investmentexecutive.com/newspaper_/com…

Financial Advisors: The days of stand-alone investment and insurance advice is dying. Research shows that clients want more. Holistic advice is the name of the game, at fiduciary-level delivery. advice2advisors.com investmentexecutive.com/news/research-…