I hope you are enjoying your holidays. As we get closer to the start of 2016, let’s have discussion on what I have observed during my nearly 25 years of working exclusively with advisors.

Consider this episode a guide on sabotage. Just like there is recipe for success, there is a recipe for failure. Sometimes it’s more important to know what NOT to do as well as what action to take.

Get out your notebook or open up Evernote.

On a separate note, I am going to be looking to partner personally with 4 independent advisors/RIA’s in 2016. If you know of one that would be an interesting situation for me, please forward this like to them.

http://www.ipginc.net/coaching/platinum/