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The Advisor Truths

The Advisor Truths

100 things every financial advisor needs to know. Hard-earned insight from inside the machine. A mix of paid and free articles combined with reflections from books that have impacted me along with thoughts on current trends in the industry.

Platform
Substack
PricingFreemiumPublishesDaily
Issues26SubscribersRead advisortruths.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Truth #15: What Clients Want to Hear From You

Short. Sweet. Neat.

3 months ago
0
0
Paid

Truth #14: The Permission to Feel Safe

Give clients the permission to be vulnerable

3 months ago
0
0
Paid

Truth #13: Ease their Pain

Fear of future regret is a real thing

3 months ago
0
0
Paid

Truth #12: Give Clients the Tuesday Test

We don't measure "life money", we measure a lifetime

4 months ago
0
0
Paid

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  • The Advisor Truths

    100 things every financial advisor needs to know—but no one’s willing to say out loud. Hard-earned insight from inside the machine. For advisors who still want to win.

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