Richard CanfieldPodcast Host and IBC Advisor, Ascendant Financial · Authorized Infinite Banking Practitioner | Author of 4 Books

The One Lesson Every Advisor Needs

23 May 2025 · 1 min

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Richard Canfield discusses why advisors need to read Nelson's book frequently. He emphasizes that regular engagement with the material helps advisors stay focused and make better decisions when working with clients.

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If you were training the next wave of advisors on the ascendant team, what would be one lesson that you think they must learn from day one?
Everything you teach your clients should come from Nelson's book. Everything you need to know is right here in this book. I think that's probably what I would say the most. Have you read the book frequently. And have your clients read the book frequently? Because if we can always remind ourselves all the things that resonated with us in the beginning, the reasons that got us excited, excited about why we did this to begin with, and keep those at our forefront, then it's going to be easy to make those decisions that we have to and what we need to do to make sure we have a functional banking system.