by Ryan H. Law How organized are most of your client's financial records? If they are like most people their records consist of a few file folders or boxes, unopened envelopes and stacks of paper …
You should throw away your charts full of numbers: Here’s why.
by Ryan H. Law Imagine you are on a plane and someone sits down next to you. They say, "Hey - I've got something interesting to show you" and they proceed to pull out a flipchart that shows stats …
Continue Reading about You should throw away your charts full of numbers: Here’s why. →
Improving Financial Well-Being
by Ryan H. Law In the first article in this two-part series I shared how to measure financial well-being using the CFPB Financial Well-Being Scale. Be sure to read that article before reading this …
Measuring Financial Well-Being
by Ryan H. Law Many of us measure quantitative numbers to see if our clients are progressing towards financial well-being. Common forms of measuring include ratios, balance sheets, and net …
The Inner Work Part I – Money Habitudes
by Ryan H. Law As financial advisors we are experts in the "practical money management" world, as we should be! It is critical to understand asset allocation, estate planning, risk management, and …
Continue Reading about The Inner Work Part I – Money Habitudes →
Why you should stop caring about how you’re “different” from other advisors
by Ryan H. Law This last summer my son and daughter were playing on our swing set and they decided to have a chicken fight on the monkey bars. Bad idea. My daughter lost the chicken fight and fell …
Continue Reading about Why you should stop caring about how you’re “different” from other advisors →