Building a Team Like a Pro

A few years back I had the privilege of delivering the introduction speech of a childhood friend as he was inducted into a local statewide sports "Hall of Fame." It wasn't Canton, Ohio, but a privilege for me none the less. What did I learn that night?

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Tony DiLeonardi
Talk To Yourself

Today's wealth adviser is faced with a difficult job - creating generational wealth, gaining trust, running an effective practice and balancing it all.  For the professional who can do all of those things, there is no end to the good you can do and the wealth you can create. I've long believed that this business is a relationship business. 

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You Don’t Have to Call Your Clients

I again have learned the significance of choice.  So many times I would grumble about having to do this or that.  I was taught a valuable lesson.  It's a change of perspective that caused great liberation and optimism.  It's the concept that says the following:  "I don't have to do this, I get to do it."

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Tony DiLeonardi
Helping Parents Raise their Children’s Money IQ

Serving your clients' investment goals has long centered on planning for taxes, retirement and estate matters. However, given the alarming statistics on our youth's level of financial literacy, another box should be added to your checklist: Educating parents on how to raise their children's money management awareness. 

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Tony DiLeonardi