Influence is powerful. And it can be dangerous. It’s essential to keep your clients’ interests as top priority when offering financial advice.

More isn’t always more. The right-sized business is one that has enough clients to be profitable, and not too many to make it hard to provide good service.

It’s important for your clients to feel appreciated. To make that happen, you need to be unique and stand out.

It isn’t always easy to put yourself into someone else’s shoes, but it is a key element to increasing your value proposition.

Focus your attention on what you need to do to reach your end goal. Don’t get distracted by loud megaphone calls that won’t contribute to your success.