Blog

[vc_row][vc_column][ultimate_spacer height=”20″][vc_custom_heading text=”The Exceptional Advice Show Ep. 6 – Crypto for Advisers” font_container=”tag:h2|font_size:28|text_align:left|color:%23666666″ google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” link=”|||”][ultimate_spacer height=”20″][vc_video link=”https://www.youtube.com/watch?v=u3MgzAwL2Jo” align=”center”][ultimate_spacer height=”30″][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][vc_icon icon_fontawesome=”fa fa-apple” color=”black” size=”xl” align=”center” link=”url:https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast%2Fthe-social-adviser%2Fid1487379797%3Fuo%3D4|title:Listen%20on%20Apple%20Podcasts|target:%20_blank|”][vc_custom_heading text=”Listen on Apple Podcasts” font_container=”tag:h2|font_size:16|text_align:center” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” link=”url:https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast%2Fthe-social-adviser%2Fid1487379797%3Fuo%3D4|title:Listen%20on%20Apple%20Podcasts|target:%20_blank|”][/vc_column][vc_column width=”1/3″][vc_icon icon_fontawesome=”fa fa-spotify” color=”vista_blue” size=”xl” align=”center” link=”url:https%3A%2F%2Fopen.spotify.com%2Fshow%2F4TY96o6lMeE5J8wduRKcZK|title:Listen%20on%20Spotify|target:%20_blank|”][vc_custom_heading text=”Listen on Spotify” font_container=”tag:h2|font_size:16|text_align:center” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” link=”url:https%3A%2F%2Fopen.spotify.com%2Fshow%2F4TY96o6lMeE5J8wduRKcZK|title:Listen%20on%20Spotify|target:%20_blank|”][/vc_column][vc_column width=”1/3″][vc_icon icon_fontawesome=”fa fa-google” size=”xl” align=”center” link=”url:https%3A%2F%2Fwww.google.com%2Fpodcasts%3Ffeed%3DaHR0cHM6Ly9hbmNob3IuZm0vcy8xMDI1NTBlOC9wb2RjYXN0L3Jzcw%3D%3D|title:Listen%20on%20Google%20Podcasts|target:%20_blank|”][vc_custom_heading text=”Listen on Google… [Keep reading]

[vc_row][vc_column][ultimate_spacer height=”20″][vc_custom_heading text=”The Exceptional Advice Show Ep. 5 – Exceptional Advice and Being a Lawyer” font_container=”tag:h2|font_size:28|text_align:left|color:%23666666″ google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” link=”|||”][ultimate_spacer height=”20″][vc_video link=”https://www.youtube.com/watch?v=5UB1fLr8Rmw” align=”center”][ultimate_spacer height=”30″][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][vc_icon icon_fontawesome=”fa fa-apple” color=”black” size=”xl” align=”center” link=”url:https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast%2Fthe-social-adviser%2Fid1487379797%3Fuo%3D4|title:Listen%20on%20Apple%20Podcasts|target:%20_blank|”][vc_custom_heading text=”Listen on Apple Podcasts” font_container=”tag:h2|font_size:16|text_align:center” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” link=”url:https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast%2Fthe-social-adviser%2Fid1487379797%3Fuo%3D4|title:Listen%20on%20Apple%20Podcasts|target:%20_blank|”][/vc_column][vc_column width=”1/3″][vc_icon icon_fontawesome=”fa fa-spotify” color=”vista_blue” size=”xl” align=”center” link=”url:https%3A%2F%2Fopen.spotify.com%2Fshow%2F4TY96o6lMeE5J8wduRKcZK|title:Listen%20on%20Spotify|target:%20_blank|”][vc_custom_heading text=”Listen on Spotify” font_container=”tag:h2|font_size:16|text_align:center” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” link=”url:https%3A%2F%2Fopen.spotify.com%2Fshow%2F4TY96o6lMeE5J8wduRKcZK|title:Listen%20on%20Spotify|target:%20_blank|”][/vc_column][vc_column width=”1/3″][vc_icon icon_fontawesome=”fa fa-google” size=”xl” align=”center” link=”url:https%3A%2F%2Fwww.google.com%2Fpodcasts%3Ffeed%3DaHR0cHM6Ly9hbmNob3IuZm0vcy8xMDI1NTBlOC9wb2RjYXN0L3Jzcw%3D%3D|title:Listen%20on%20Google%20Podcasts|target:%20_blank|”][vc_custom_heading… [Keep reading]

[vc_row][vc_column][ultimate_spacer height=”20″][vc_video link=”https://youtu.be/IFjjq9moUxg” align=”center”][ultimate_spacer height=”30″][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][vc_icon icon_fontawesome=”fa fa-apple” color=”black” size=”xl” align=”center” link=”url:https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast%2Fthe-social-adviser%2Fid1487379797%3Fuo%3D4|title:Listen%20on%20Apple%20Podcasts|target:%20_blank|”][vc_custom_heading text=”Listen on Apple Podcasts” font_container=”tag:h2|font_size:16|text_align:center” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” link=”url:https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast%2Fthe-social-adviser%2Fid1487379797%3Fuo%3D4|title:Listen%20on%20Apple%20Podcasts|target:%20_blank|”][/vc_column][vc_column width=”1/3″][vc_icon icon_fontawesome=”fa fa-spotify” color=”vista_blue” size=”xl” align=”center” link=”url:https%3A%2F%2Fopen.spotify.com%2Fshow%2F4TY96o6lMeE5J8wduRKcZK|title:Listen%20on%20Spotify|target:%20_blank|”][vc_custom_heading text=”Listen on Spotify” font_container=”tag:h2|font_size:16|text_align:center” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” link=”url:https%3A%2F%2Fopen.spotify.com%2Fshow%2F4TY96o6lMeE5J8wduRKcZK|title:Listen%20on%20Spotify|target:%20_blank|”][/vc_column][vc_column width=”1/3″][vc_icon icon_fontawesome=”fa fa-google” size=”xl” align=”center” link=”url:https%3A%2F%2Fwww.google.com%2Fpodcasts%3Ffeed%3DaHR0cHM6Ly9hbmNob3IuZm0vcy8xMDI1NTBlOC9wb2RjYXN0L3Jzcw%3D%3D|title:Listen%20on%20Google%20Podcasts|target:%20_blank|”][vc_custom_heading text=”Listen on Google Podcasts” font_container=”tag:h2|font_size:16|text_align:center” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” link=”url:https%3A%2F%2Fwww.google.com%2Fpodcasts%3Ffeed%3DaHR0cHM6Ly9hbmNob3IuZm0vcy8xMDI1NTBlOC9wb2RjYXN0L3Jzcw%3D%3D|title:Listen%20on%20Google%20Podcasts|target:%20_blank|”][/vc_column][/vc_row][vc_row][vc_column][ultimate_spacer height=”30″][vc_column_text]Let’s be frank, perhaps the one thing that separates good… [Keep reading]

[vc_row][vc_column][ultimate_spacer height=”20″][vc_video link=”https://youtu.be/WVkAf1M-6aI” align=”center”][ultimate_spacer height=”30″][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][vc_icon icon_fontawesome=”fa fa-apple” color=”black” size=”xl” align=”center” link=”url:https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast%2Fthe-social-adviser%2Fid1487379797%3Fuo%3D4|title:Listen%20on%20Apple%20Podcasts|target:%20_blank|”][vc_custom_heading text=”Listen on Apple Podcasts” font_container=”tag:h2|font_size:16|text_align:center” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” link=”url:https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast%2Fthe-social-adviser%2Fid1487379797%3Fuo%3D4|title:Listen%20on%20Apple%20Podcasts|target:%20_blank|”][/vc_column][vc_column width=”1/3″][vc_icon icon_fontawesome=”fa fa-spotify” color=”vista_blue” size=”xl” align=”center” link=”url:https%3A%2F%2Fopen.spotify.com%2Fshow%2F4TY96o6lMeE5J8wduRKcZK|title:Listen%20on%20Spotify|target:%20_blank|”][vc_custom_heading text=”Listen on Spotify” font_container=”tag:h2|font_size:16|text_align:center” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” link=”url:https%3A%2F%2Fopen.spotify.com%2Fshow%2F4TY96o6lMeE5J8wduRKcZK|title:Listen%20on%20Spotify|target:%20_blank|”][/vc_column][vc_column width=”1/3″][vc_icon icon_fontawesome=”fa fa-google” size=”xl” align=”center” link=”url:https%3A%2F%2Fwww.google.com%2Fpodcasts%3Ffeed%3DaHR0cHM6Ly9hbmNob3IuZm0vcy8xMDI1NTBlOC9wb2RjYXN0L3Jzcw%3D%3D|title:Listen%20on%20Google%20Podcasts|target:%20_blank|”][vc_custom_heading text=”Listen on Google Podcasts” font_container=”tag:h2|font_size:16|text_align:center” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” link=”url:https%3A%2F%2Fwww.google.com%2Fpodcasts%3Ffeed%3DaHR0cHM6Ly9hbmNob3IuZm0vcy8xMDI1NTBlOC9wb2RjYXN0L3Jzcw%3D%3D|title:Listen%20on%20Google%20Podcasts|target:%20_blank|”][/vc_column][/vc_row][vc_row][vc_column][ultimate_spacer height=”30″][vc_column_text]If you want to build a firm that gives exceptional… [Keep reading]

[vc_row][vc_column][ultimate_spacer height=”20″][vc_video link=”https://youtu.be/FS62AbjyExg” align=”center”][ultimate_spacer height=”30″][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][vc_icon icon_fontawesome=”fa fa-apple” color=”black” size=”xl” align=”center” link=”url:https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast%2Fthe-social-adviser%2Fid1487379797%3Fuo%3D4|title:Listen%20on%20Apple%20Podcasts|target:%20_blank|”][vc_custom_heading text=”Listen on Apple Podcasts” font_container=”tag:h2|font_size:16|text_align:center” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” link=”url:https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast%2Fthe-social-adviser%2Fid1487379797%3Fuo%3D4|title:Listen%20on%20Apple%20Podcasts|target:%20_blank|”][/vc_column][vc_column width=”1/3″][vc_icon icon_fontawesome=”fa fa-spotify” color=”vista_blue” size=”xl” align=”center” link=”url:https%3A%2F%2Fopen.spotify.com%2Fshow%2F4TY96o6lMeE5J8wduRKcZK|title:Listen%20on%20Spotify|target:%20_blank|”][vc_custom_heading text=”Listen on Spotify” font_container=”tag:h2|font_size:16|text_align:center” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” link=”url:https%3A%2F%2Fopen.spotify.com%2Fshow%2F4TY96o6lMeE5J8wduRKcZK|title:Listen%20on%20Spotify|target:%20_blank|”][/vc_column][vc_column width=”1/3″][vc_icon icon_fontawesome=”fa fa-google” size=”xl” align=”center” link=”url:https%3A%2F%2Fwww.google.com%2Fpodcasts%3Ffeed%3DaHR0cHM6Ly9hbmNob3IuZm0vcy8xMDI1NTBlOC9wb2RjYXN0L3Jzcw%3D%3D|title:Listen%20on%20Google%20Podcasts|target:%20_blank|”][vc_custom_heading text=”Listen on Google Podcasts” font_container=”tag:h2|font_size:16|text_align:center” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” link=”url:https%3A%2F%2Fwww.google.com%2Fpodcasts%3Ffeed%3DaHR0cHM6Ly9hbmNob3IuZm0vcy8xMDI1NTBlOC9wb2RjYXN0L3Jzcw%3D%3D|title:Listen%20on%20Google%20Podcasts|target:%20_blank|”][/vc_column][/vc_row][vc_row][vc_column][ultimate_spacer height=”30″][vc_column_text]It still blows our minds that #AdviceFirms by and large… [Keep reading]

[vc_row][vc_column][ultimate_spacer height=”20″][ultimate_spacer height=”20″][vc_video link=”https://youtu.be/IqZKJYAZKdw” align=”center”][ultimate_spacer height=”30″][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][vc_icon icon_fontawesome=”fa fa-apple” color=”black” size=”xl” align=”center” link=”url:https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast%2Fthe-social-adviser%2Fid1487379797%3Fuo%3D4|title:Listen%20on%20Apple%20Podcasts|target:%20_blank|”][vc_custom_heading text=”Listen on Apple Podcasts” font_container=”tag:h2|font_size:16|text_align:center” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” link=”url:https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast%2Fthe-social-adviser%2Fid1487379797%3Fuo%3D4|title:Listen%20on%20Apple%20Podcasts|target:%20_blank|”][/vc_column][vc_column width=”1/3″][vc_icon icon_fontawesome=”fa fa-spotify” color=”vista_blue” size=”xl” align=”center” link=”url:https%3A%2F%2Fopen.spotify.com%2Fshow%2F4TY96o6lMeE5J8wduRKcZK|title:Listen%20on%20Spotify|target:%20_blank|”][vc_custom_heading text=”Listen on Spotify” font_container=”tag:h2|font_size:16|text_align:center” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” link=”url:https%3A%2F%2Fopen.spotify.com%2Fshow%2F4TY96o6lMeE5J8wduRKcZK|title:Listen%20on%20Spotify|target:%20_blank|”][/vc_column][vc_column width=”1/3″][vc_icon icon_fontawesome=”fa fa-google” size=”xl” align=”center” link=”url:https%3A%2F%2Fwww.google.com%2Fpodcasts%3Ffeed%3DaHR0cHM6Ly9hbmNob3IuZm0vcy8xMDI1NTBlOC9wb2RjYXN0L3Jzcw%3D%3D|title:Listen%20on%20Google%20Podcasts|target:%20_blank|”][vc_custom_heading text=”Listen on Google Podcasts” font_container=”tag:h2|font_size:16|text_align:center” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” link=”url:https%3A%2F%2Fwww.google.com%2Fpodcasts%3Ffeed%3DaHR0cHM6Ly9hbmNob3IuZm0vcy8xMDI1NTBlOC9wb2RjYXN0L3Jzcw%3D%3D|title:Listen%20on%20Google%20Podcasts|target:%20_blank|”][/vc_column][/vc_row][vc_row][vc_column][ultimate_spacer height=”30″][vc_column_text]One of the most common misconceptions among Professional Advisers… [Keep reading]

[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14903″ img_size=”full” alignment=”center”][ultimate_spacer height=”30″][vc_column_text]How many times have you been told ‘Ask for referrals’? Our research shows that despite what most gurus will tell you, asking for referrals is not actually the best way to get them.[/vc_column_text][vc_column_text] Our team has been working to code the mathematics of human behaviour as it relates to referrals… [Keep reading]

[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14900″ img_size=”full” alignment=”center”][ultimate_spacer height=”30″][vc_column_text]If you truly want to build the BEST client-focused business then start by not making it client-focused.[/vc_column_text][vc_column_text] Instead, make it YOU focused. Who are you, what is the real value you want to bring to your clients, who do you choose to do it for and on what terms. [/vc_column_text][vc_column_text]This… [Keep reading]