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    • December 10, 2024
    • admin
    • 423 Views

    Hey football fans! 🏈

    Can we stop using the term “financial quarterback” to describe the role of an advisor? It doesn’t really make sense. 🤔 Financial planning isn’t about one person calling the plays on a crowded field—it’s a strategic, team-based effort. Advisors aren’t quarterbacks; they’re coordinators. 📋 Here’s why:

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    • December 10, 2024
    • admin
    • 1638 Views

    🚫 Why Limit Ourselves to Sports Analogies? 🚫

    It’s time we stop limiting our comparisons to traditionally masculine roles when describing financial planners. We should open our minds to analogies that better reflect the true nature of what we do and resonate with clients. 💍 Financial Advisors as Wedding Planners? Here’s Why It Works

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    • December 10, 2024
    • admin
    • 1341 Views

    🍽️Not All Financial Planning is Created Equal: From Fast Food to Fine Dining 🍽️

    Let’s face it: huge advisory firms are for the masses—they’re like fast-food chains. Efficient? Sure. But generic. Independent advisors and boutique planning firms? They’re the Michelin-star, fine dining experiences, with award-winning, passionate chefs in the kitchen crafting each financial plan with skill, care, and innovation. Why

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    Recent Posts

    • 10 December, 2024
      Hey football fans! 🏈
    • 10 December, 2024
      🚫 Why Limit Ourselves to
    • 10 December, 2024
      🍽️Not All Financial Planning is