By Curtis Brown In today’s fast-paced world, attention is the most valuable currency—and you usually have less than 30 seconds to earn it. That is why every financial advisor should have a strong, authentic elevator pitch ready to go. Whether you are at a networking event, a dinner party, or on a quick Zoom introduction, how you […]
By 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[…]
By 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[…]








