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Getting There | Financial Planning

Over my roughly 300-year career observing the financial services world, I’ve discovered that the very best advice about succeeding in this business comes from people who have worked closely with hundreds of advisory firms. I’m going to share the insights of two of them here.

I’ll start with Tracy Beckes, who has emerged as the business coach who seems most consistently to foster impressive life changes and positive results from planning practitioners. Beckes has an MBA from the University of Oregon and once co-led the coach training program at the prestigious Hendricks Institute in Ojai, Calif. I recently interviewed her for my newsletter, and she offered her insights on what she calls The Essential Formula for creating a successful financial planning practice.

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