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Have you ever felt like success is impossible? As a business owner, there have been many times throughout my career when it felt like real success was just impossible to achieve. I’d put in long hours and deny myself an income so I could put every penny back into my business. Yet, at the end […]
Setting Goals That Unlock Your Business’s Success Read More »
Throughout my career, I’ve experienced it all… well, almost. I’ve had some incredible highs and experienced tremendous lows. I’ve endured through lean times and celebrated moments of prosperity. I’d wager that if you looked back on your career, you could say the same thing. But the one thing I haven’t achieved yet is wealth. Don’t
The Five Levels of Wealth: Achieving True Success Read More »
The Importance of Vision and Discipline in Achieving Your Goals A clear vision simplifies life by allowing us to focus on what truly matters. Without a clear direction, we often find ourselves floundering and unable to reach our full potential as leaders. In order to identify our vision, we must first understand ourselves and our
Disciplined Vision: The Key to Achieving Business Success Read More »
Small business owners often grapple with today’s topic, maybe without recognizing it. You may grasp that delegation is a potent tool, but are you delegating in a manner that grants you freedom, empowers your team, and fosters your business’s growth? Are you bound by the belief that nobody can perform tasks as effectively as you?
Mastering the Art of Delegation In Four Stages Read More »
Have you ever wondered what sets wealthy individuals apart from the rest? Sure. They have a lot of money. But I submit to you that it’s about far more than that. So, what secrets do the wealthy hold that others don’t? In this entry, I peel back the layers and expose the secrets of the
The Millionaire Mindset: Unlocking the Mystery of Wealth Creation Read More »
Are business owners failures? I say this a little tongue-in-cheek, but many business owners may have failed to hit their mark. I believe this stems from failing to understand the dynamics of entrepreneurship vs intrapreneurship. You see, whether as independent entrepreneurs forging new paths or intrapreneurs driving change from within established companies, individuals across these
Entrepreneurship vs Intrapreneurship: Are YOU In the Right Role? Read More »
Fear and anxiety are two powerful emotions that we all experience at some point in our lives. These emotions can be our allies, warning us of danger or helping us prepare for challenges. However, they can also become adversarial, holding us back from pursuing our passions and desires. Join me, as I embark on a
Managing Fear and Anxiety: A Business Owner’s Guide to Success Read More »
I’ve often said that being a business owner is not for the faint of heart. You’ll undoubtedly encounter setback after setback, and you’ll definitely miss out on some of those special moments in life. As an entrepreneur, you pour all of your time and energy into the business so that you can watch it thrive.
Prioritizing Your Calendar For Your Three Big Rocks Read More »
As Registered Investment Adviser (RIA) firm owners, we realize that marketing is essential to success and growth. Yet, it’s often perplexing to us. You see, optimizing your marketing isn’t just about having a marketing strategy; it’s about measuring its performance through Key Performance Indicators (KPIs) to ensure that your efforts are paying off. In this
Optimizing Your Marketing Department: KPIs for RIAs to Track Read More »
In this episode, I interview Ben Miller, the CEO of Fundrise, discussing his revised perspective on the real estate market for 2024 and beyond. The year 2023 posed challenges for institutional real estate investors, marked by 11 rate hikes and a significant surge in mortgage rates since the first quarter of 2022. As a result,
Past The Real Estate Market Bottom With Brighter Days Ahead Read More »
The financial services industry is highly competitive. While winning new clients is a necessity, achieving “customer stickiness” is a paramount goal. This term refers to the tendency of clients to return for repeat business, reflecting their loyalty to your brand and the quality of service you provide. Multiple factors influence stickiness, including product quality, pricing,
Internal Marketing In Your RIA to Gain Client Stickability Read More »
As the owner of Registered Investment Adviser (RIA) practice, recognizing when and how to explore shifting to a niche market share can be a game changer for your firm. But how do you know it’s time to make this strategic shift? It’s not as simple as looking at numbers and data; it’s a feeling, a
Niche Marketing: When Is the Right Time For RIA Owners to Explore? Read More »
As we approach each new year, it’s important to take a moment to reflect and assess where your business is at. Doing so can help you solidify your goals for the coming year and provide some clarity as you work toward the eight-figure exit. As an RIA owner, an end-of-year checklist is essential. However, you
The Essential End-of-Year Checklist for RIA Owners Read More »
As a business owner and business coach, I’ve discovered a common theme among entrepreneurs. If there’s one area of our businesses that seems to frustrate us all, it’s marketing. You see, we know our product, our service, and our customers; that’s easy for us. But we don’t always know how to communicate the value of
Mastering Your Marketing Investment: An RIA’s Guide Read More »
As Registered Investment Adviser (RIA) firm owners, we have a strange relationship with marketing. We understand that in order to achieve the growth required to have an eight-figure exit, marketing is necessary. However, because marketing doesn’t react in a linear sense, we often view our marketing spend as “wasted money.” I believe this is because
Maximizing ROI in RIA Marketing: A Comprehensive Approach Read More »
In this Financial Samurai podcast (Apple, Spotify), I have the pleasure of speaking with NBA champion Shaun Livingston. Despite sustaining a devastating injury earlier in his career, he overcame and went on to win three NBA championships with the Golden State Warriors as a point guard. He then won a fourth championship as a Golden
Inside An NBA Champion’s Journey With Shaun Livingston Read More »
Driving your Registered Investment Adviser (RIA) firm toward the eight-figure exit can be grueling. It’s a lengthy process with many moving parts. As you work to improve one area of your business, you will create new challenges in others. Fortunately, there’s a secret weapon at your disposal. Your firm’s intellectual property (IP) and trade secrets
Protect Your RIA’s Intellectual Property for a Higher Multiple Read More »
For years, you’ve been working toward the eight-figure exit. You’ve finally received a letter of intent and you’re ready to sit down at the table to negotiate the sale of your Registered Investment Adviser (RIA) firm. It’s one of the most exciting times of your life but the timing couldn’t be worse. Recent or pending
Disclosing Litigation During a Business Sale: What RIA Owners Should Know Read More »
As the owner of a Registered Investment Adviser (RIA) business, you face a daily onslaught of risk. How you handle those risks can significantly affect your business. Having the right protections in place could decide the fate of your firm and your own financial future. In this entry, I’m going to look at some of
Navigating RIA Risk Mitigation for the Eight-Figure Exit Read More »
If you are curious how attorney Mike Ketchmark and his team were able to win a landmark $1.8 billion class-action lawsuit on price fixing against the National Association of Realtors, Keller Williams, and HomeServices of America, you’re going to love this podcast episode. This was truly a David vs. Goliath moment that will change the
Busting The Real Estate Cartel With Attorney Mike Ketchmark Read More »