The Advisor Truths
The Advisor Truths100 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 |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 29 | Subscribers | Read | advisortruths.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Truth #18: Sell the Vision, Not the Vehicle
This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber.
Truth #17: If They Don’t Talk About It, It’s Probably the Real Issue
You are sitting in the room across the table or desk from someone and you feel it in your gut.
Truth #16: Be Their Guide, Not Their Guru
This industry has too many microphones and not enough maps. You have met the type, the suit who sells certainty with a grin, a scam dressed up in a tie. He browbeats a yes, mistakes volume for value, and leaves families dizzy. That is stage...
Truth #15: What Clients Want to Hear From You
Clients want three things from you: calm, a plan, and a sentence they can carry. Build the one‑breath future and repeat it everywhere. Forecasts will fade; the line will remain. When they can say it without you, the plan has moved from pape...
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Authors
The writers behind this newsletter.
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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