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“Action is the foundational key to all success.” -Pablo Picasso

Tired of selling financial products and not giving your clients the service they truly deserve? Want to build a 7-figure business that focuses on values, mentorship, and financial guidance? True Measure is here to help YOU break away from the big business financial planning mindset and start an advisory firm you can be proud of!

Tired of selling financial products and not giving your clients the service they truly deserve? Want to build a 7-figure business that focuses on values, mentorship, and financial guidance? True Measure is here to help YOU break away from the big business financial planning mindset and start an advisory firm you can be proud of!

5 Ways to Spot A Taker

I’m a big fan of personality testing and identifying different types of people in the workplace. It’s always helpful for me to know what kind of person I’m working with so I can help them make better decisions or identify things that could be holding them back. You...

The Secret to Success: It’s in Your Daily Routine

Have you ever read The Happiness Project by Gretchen Rubin? If you haven’t, let me give you a brief synopsis: the author felt like she was experiencing a lack of happiness in her life and wanted to figure out what she needed to do to inject more creativity, meaning,...

Using Human Behavior Models to Develop Your Advisor Business

Using Human Behavior Models to Develop Your Advisor Business I talk a lot in my blogs (and my business) about using the soft sciences and human behavior to develop a business that puts the clients’ needs first and that will develop into a fulfilling and lucrative...

4 Ways Successful Advisors Mentor Clients

As financial advisors, many of us have been ‘trained’ to view our clients in a certain way. We are taught to look at them as customers, a means to an end, and a way to achieve our own personal financial goals. This is one of the key reasons why disruption is happening...

The Fee-Only Advisor Model

The Fee-Only Advisor Model: What it is and Why You Should Use it If you’ve been in the financial advisor field for a few years, it’s likely that you’ve been exposed to multiple methods of doing business. Most advisors who work for larger firms use the brokerage model,...

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