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Short reads for the week you are in
Free resources you can read now, save, or share with your team. Each one is useful on its own. If you want a clearer picture of your practice, take the assessment. If you want to talk it through, meet with Steve.
Retain · 6 min
The Trust Ledger
Every client interaction is a deposit or a withdrawal. This is the one-page operating idea behind Steve's coaching and the book.
Framework · 8 min
The Four Pillars of a Durable Advisory Practice
Grow, Run, Retain, and Transition. Four ways to look at your practice: how you grow, how you run the week, how you keep clients, and whether the work can last.
Grow · 7 min
Always Be Discovering
ABD replaces selling products with providing solutions, because discovery focuses on the client, not the product.
Coaching · 5 min
What a conversation with Steve is for
The book is about who you are as an advisor. Coaching is where you practice that on this week's calendar.