Let’s be real – the financial advising industry is CHANGING

And the future will be bright for advisors who embrace this change today (like shifting to charging for financial planning) and set themselves up for success in the new era of financial services.

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Edward Tyson discusses his approach to engaging subject matter experts in the process of leading through the development of their own standard operating procedures for structuring, operating, and perfecting their communities of effort.     Listen to the interview on the Business Innovators Radio Network   https://businessinnovatorsradio.com/interview-with-edward-tyson-ceo-of-persynergy-consulting-and-the-author-of-from-expert-to-executive/   The more time leaders spend on the team’s work — the less they leave for leading. Strategy development and coordination, organizational alignment, coaching, and other core dimensions of leading become an afterthought. The LeadershipSOPs is a breakthrough methodology and framework for leading which…

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During the interview, Blair discusses the extraordinary value proposition he provides clients. Estate planning shouldn’t be something that starts when a loved one reaches an end-of-life stage. Start planning as assets accumulate, then revisiting the plan on an annual basis or around a major life event may not seem so daunting. Chris says, “No matter what your age or net worth, you need an estate plan to protect yourself, your loved ones, and your assets — during your lifetime, as well as after your death. It’s helpful to have a…

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Wendy, “The Financial Lyon,” specializes in wealth strategies that work in real life—not just on paper. She excels in coordinating financial solutions that provide Guaranteed Wealth (yes, there is such a thing!), causing her clients to become confident and worry-free about their financial futures. Her goal:  “To make the secrets of the wealthy available to the masses.” Wendy learned the hard way about not protecting your most valuable asset – your life – early on, when her husband died in a motorcycle accident at the age of 24, leaving her…

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Mike Wilson discusses how Blueprint Retirement Advisors supports owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. Listen to the interview on the Business Innovators Radio Network    https://businessinnovatorsradio.com/interview-with-mike-wilson-founder-of-blueprint-retirement-advisors-discussing-the-risks-for-nonprofits-and-small-business-owners-with-a-401k-plan/  Blueprint Retirement Advisors relies on process-driven planning to help clients make the most of their financial resources. The company delivers a high level of personal service to business owners and individual investors. The Blueprint Design Review process helps clients evaluate financial decisions for both long- and short-term issues.  No…

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The Trinity Team Investment Advisory Division provides a boutique-style, highly customized service dedicated to maximizing value for commercial real estate investors. They help their clients build wealth and their bottom line using wise financial fundamentals. With investor-specific goals at the forefront, they provide the expertise to ease the process of engaging in all phases of commercial real estate to use it as a powerful wealth-building tool. The Investment Club is the educational and masterminding initiative, brought forth by the Investment Advisory Division, to gather commercial real estate investors and all…

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