The Difference Between a Good and a Great Advisor

May 1, 2021

Can you automate and replace financial expertise?

The Human Element is what differentiates a good advisor from a great one. Robo advisors can't provide the compassion necessary for great service. Keep watching to hear my thoughts.

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The Key Traits to Look for When Choosing a Financial Advisor

By Rob Shelton • April 10, 2025

Choosing a financial advisor can feel a lot like walking down the condiment aisle at the grocery store- everything might look the same at first glance, but what’s inside makes all the difference. So, how do you know who to trust when every advisor seems to come with the same title and promises? In this episode, Rob breaks down what truly sets a great advisor apart and highlights the key qualities to look for.

Why Estate Planning is More Than Just a Will

April 3, 2025

Today we’ll explain why true estate planning and legacy planning is a proactive, ongoing process that goes far beyond paperwork.

Wealth Worth Keeping: Preparing Heirs for Success

March 27, 2025

In this episode, we’re talking about legacy planning and how to set your heirs up for success.

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