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AugBy Curtis C. Brown, Jr. With AI dominating headlines and reshaping industries, I wanted to cut through the buzz and ask the questions most financial advisors are quietly thinking: Is this real? Is it relevant? And can it actually help me grow my practice without losing my mind or my clients? So, I did something different. I […]
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AugBy Curtis Brown, CEO Tier1 Level Consulting Walk into any meeting with a new client, and you’ll likely find someone overwhelmed by jargon, spreadsheets, and fear of making the wrong decision. Now picture this: instead of leading with charts and performance data, you say— “Let me tell you about a client who felt exactly the way you[…]
03
AugBy Marsha Jones Trust, loyalty, referrals – these are built not just on portfolio performance, but on a shared purpose and common values with clients. Aligning your practice with purpose isn’t just good for the world, it’s good for business. Financial advisors that prioritize ethical practices and community engagement earn enhanced reputations and trust, drawing customers who[…]
