Blog: Sherpa’s Pathways to Prosperity
Retirement Is Not Just About Money. It’s About Mastery.
Five Real Questions That Reveal the Hidden Strategy Behind True Financial Independence Retirement planning isn’t a single decision. It’s a series of calculated moves that balance cash flow, tax strategy, risk management and lifestyle priorities. These real-world...
Predominant billing arrangements for private client lawyers
The affluent are becoming disenchanted with private client lawyers’ time + expenses revenue model. By using value-based project fees, these lawyers have the potential to build stronger, more profitable practices. Discover how.
Don’t Have a Vision for Retirement? It’s Time
Too many people head toward retirement unsure of what they want from life—or even what’s possible. Take time now to develop a picture of your retirement that can help you realize golden years full of purpose, meaning and fun.
What To Do if a Family Member Is Arrested
Your loved one has been charged with a crime. The next steps you take could play a huge role in how the situation is ultimately resolved. Discover how you can help a family member facing this truly challenging scenario.
Being an Executor: What To Consider Before Saying Yes
It’s an honor to be asked to serve as executor of an estate. But it’s not necessarily in your best interests—or the best interests of the other person—to automatically agree to do so. Here are some key considerations to think about.
Want Results? Do Not Argue–Discuss!
Fights—in business and in life—rarely get us the outcomes we most want. A better approach: Use a three-step process for de-escalating tensions, finding ways to work together cooperatively and gaining buy-in.
What Makes a Wealth Manager an Elite Wealth Manager? Probably Not What You Think
Top wealth managers are extremely skilled, technically—but it’s the attention they place on understanding their clients on a deep level that truly sets them apart from other wealth managers and advisors.
Three Hurdles That Can Stop You from Building Great Business Relationships
When it comes to building strong, profitable business relationships, entrepreneurs can sometimes be their own worst enemies. Here’s how you can make sure your ego, your emotions and your energy don’t put up barricades to your future success.
Finding Your Ideal Client—and What It Means to Your Success
Key Takeaways Having an ideal client profile helps you better assess the suitability of prospective clients. An ideal client profile should include professional and personal characteristics. Your high-net-worth personality and that of your ideal clients should match...
Avoiding Unpleasant Surprises—or Worse—with Your Life Insurance
Life insurance can be a major part of some people’s wealth plans. But it’s important to watch out for overly complex life insurance solutions that may not fit your needs—or that “push the envelope” in ways that could prove costly.
When Negotiating, Use Framing and Empathy to Your Advantage
Successful negotiators frame their discussions and use empathy to learn all they can about the other side and move talks in the right direction. Find out how to use these two tools to achieve your agenda.
Conversational Marketing: Learning To Farm, Not Hunt
You can go out and try to “capture” new business constantly, or you can grow it so it thrives over time. Guess which approach your affluent prospective clients prefer?
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(541) 633-7759
info@sherpawealthstrategies.com
444 NE Norton Ave. #101,
Bend OR 97701
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