The creation of Real Financial Advisors



Since 2009, I’ve jokingly talked about a “secret society of real financial advisors.” These are people like me who put their clients’ interests first, are transparent about their fees, and practice what I call "reality-based financial planning."

It was a tongue-in-cheek name for a philosophy that can make a real difference in clients’ lives. But I’ve heard from hundreds of advisors over the years who approach their work the same way and want to know how they can join. 

So it’s time to make our society not so secret.  

My latest project,, harnesses the collective wisdom of the amazing professionals that I’ve worked with over the past 20 years. I share how the best financial advisors hone their craft, delivered through free, weekly updates and deep-dive trainings. 

It’s the first step in what I expect to be a long journey. I don’t know exactly where we’ll take it, but I’m excited to see what we create. And yes, we’ll probably offer t-shirts. 

Tell me... Are you a financial advisor who would like to learn more about this new project? 

I want to learn more about Real Financial Advisors.

I don't want to receive information again about Real Financial Advisors.