Building Legacy Through Leadership: Why Mentoring Advisors Is the Smartest Investment You Can Make
When I look back over my career in financial services, I can clearly see the moments that shaped my growth. Some of them were business milestones, like founding J.D. Mellberg Financial or later building Secure Investment Management (SIM). But the most meaningful moments didn’t happen in boardrooms or on stage, they happened in one-on-one conversations. […]
The Next Generation of Financial Advisors: How Tech and Transparency Are Redefining Trust
When I started in this business more than two decades ago, financial planning was mostly about face-to-face meetings, paper forms, and stacks of statements. Clients relied entirely on their advisors for information, and much of what happened behind the scenes felt mysterious to them. Today, the landscape looks completely different. Digital tools, data transparency, and […]