Robert McKee says, “If you can’t tell, you can’t sell.” In a world of automated noise, an engineered story is the only way to cut through. Discover the 8 stages of the Purpose-Told Story.
A prospective client may assume that a financial advisor, when giving advice, is acting in their best interest. Indeed this prospective client may have heard the word FIDUCIARY Financial Advisor bandied about by talking heads and journalists in the financial media and that is now a Rule of Law. For an independent fee-only Financial Advisor (RIA), being a fiduciary will matter a great deal […]