Mentoring Financial Advisors to Entrepreneurial Freedom

Patrick Tucker Best Financial Advisor in Omaha Nebraska

Patrick Tucker is the founder of True Measure Wealth Management and has over 20 years of experience in the financial services industry.  As he got started in financial planning services he quickly became aware that the industry tilts towards sales and salesmanship versus having genuine financial knowledge, a servants heart, and providing advice in the best interest of clients and the public. After switching his practice to fee-only 15 years ago, he found a simple, easy, and elegant way of operating as a business owner. He shares his knowledge with the industry and hopes to provide education to those in the same profession. 

Patrick is passionate about mentoring Financial Advisors to entrepreneurial freedom and sharing his acquired wisdom and knowledge to those who desire to be financial care-givers like himself. 

For free insights on how to advance in your career, where to spend your time doing the right things at the right time, and becoming a business operator be sure to sign up for his live, free trainings! 

What You're Going To Learn

  • The three mindsets that hold many of us back
  • How to get rid of self limiting beliefs
  • How to eliminate negative self-talk
  • How to break free from your 9-5, going through the motions, day job
  • How to think and operate as a business owner
  • The 6 pillars to reinventing yourself
  • How to implement this in your life so your mind works for you and not against you

Teach Your Clients Optimism

How to Set Yourself Apart and Stand Out to Prospects

Finding Clarity


"The chief beauty about time is that you cannot waste it in advance. The next year, the next day, the next hour are lying ready for you, as perfect, as unspoiled, as if you had never wasted or misapplied in a single moment in all you life. You can turn over a new leaf every hour if you choose."
-Arnold Bennett

- Download Your Guide -

How to Conduct Successful Client and Prospect Meetings 

CFP course how to be a financial advisor career in financial services
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When I say ‘vulnerability’, I can almost feel my readers cringe—especially if they’re male! Vulnerability has really gotten a bad rap over the years. It brings to mind weakness and being overly emotional, which is not at all what being vulnerable is about. If you want to really go into some depth about the topic of vulnerability, I highly recommend reading anything by Brené Brown. Read More --->

When I say ‘vulnerability’, I can almost feel my readers cringe—especially if they’re male! Vulnerability has really gotten a bad rap over the years. It brings to mind weakness and being overly emotional, which is not at all what being vulnerable is about. If you want to really go into some depth about the topic of vulnerability, I highly recommend reading anything by Brené Brown.

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4 Signs You're Meant To Be An Entrepreneurial Financial Advisor

Are you ready to enter the new era of financial advising? As our industry and technology continues to evolve, those who have the mindset of an entrepreneur will be the advisors who continue to succeed as fiduciaries. An entrepreneurial financial advisor is one who sees him or herself as both a business owner and a counselor. Read More --->

Are you ready to enter the new era of financial advising? As our industry and technology continues to evolve, those who have the mindset of an entrepreneur will be the advisors who continue to succeed as fiduciaries. An entrepreneurial financial advisor is one who sees him or herself as both a business owner and a counselor.

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Most courses on how to be a financial advisor will give you plenty of advice on how to manage money, how to interpret markets, and how to get your clients to make decisions you feel are in their best interest. If you’re looking for a financial course that only focuses on these issues, you’re in the wrong place. Read More --->

Most courses on how to be a financial advisor will give you plenty of advice on how to manage money, how to interpret markets, and how to get your clients to make decisions you feel are in their best interest. If you’re looking for a financial course that only focuses on these issues, you’re in the wrong place.

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Setting yourself apart and your ‘unique selling proposition’ are probably things you heard about when you were learning how to be a financial planner. More than likely, tips included suggestions like, ‘specialize in a certain type of investment or investor’ or advised you to get involved in networking groups or become an expert in your field. Read More --->

Setting yourself apart and your ‘unique selling proposition’ are probably things you heard about when you were learning how to be a financial planner. More than likely, tips included suggestions like, ‘specialize in a certain type of investment or investor’ or advised you to get involved in networking groups or become an expert in your field.

Read More --->

I’m sure you’ve heard the old adage ‘The more you learn, the more you earn.’ It was probably pounded into your brain in college, or when you attended another ‘how to be a financial advisor’ course. The problem with this statement is that few people ever really put much thought into what they learn. Read More --->

I’m sure you’ve heard the old adage ‘The more you learn, the more you earn.’ It was probably pounded into your brain in college, or when you attended another ‘how to be a financial advisor’ course. The problem with this statement is that few people ever really put much thought into what they learn.

Read More --->

10 Topics to Discuss at an Initial Client Meeting

The very first client meeting is one of the most intimate and comprehensive meetings you’ll probably have with your client. This beginning stage of gathering ALL the information is when your client begins to trust in you and disclose extremely personal matters. So what subjects should you be discussing at the beginning of the financial planning process? Read More --->

The very first client meeting is one of the most intimate and comprehensive meetings you’ll probably have with your client. This beginning stage of gathering ALL the information is when your client begins to trust in you and disclose extremely personal matters. So what subjects should you be discussing at the beginning of the financial planning process?

Read More --->

How financial advisors maximize productivity 

You’re just starting your financial advisor career and your learning and growing everyday. It probably feels like some days you’re doing all the right things and others you’re caught spinning your wheels. I’ve been here and I want to help you. From a senior advisor to you: here’s five rookie mistakes to avoid. Read More --->

You’re just starting your financial advisor career and your learning and growing everyday. It probably feels like some days you’re doing all the right things and others you’re caught spinning your wheels. I’ve been here and I want to help you. From a senior advisor to you: here’s five rookie mistakes to avoid.

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If you are able to interact with people, there are huge benefits in growing your people skills and becoming an expert on those you meet. I’m not saying that everyone is the same or you can somehow learn to read minds but there are personality types you can identify when meeting people that will provide a greater understanding as to what type of relationship you could potentially have with that person. The advantage of honing in on these skills will help you work with people that grow your centers of influence, attain clients, and build a solid referral network for your financial advisory business. Read More --->

If you are able to interact with people, there are huge benefits in growing your people skills and becoming an expert on those you meet. I’m not saying that everyone is the same or you can somehow learn to read minds but there are personality types you can identify when meeting people that will provide a greater understanding as to what type of relationship you could potentially have with that person. The advantage of honing in on these skills will help you work with people that grow your centers of influence, attain clients, and build a solid referral network for your financial advisory business.

Read More --->

5 Ways Financial Advisors Improve Their Craft

How we do our jobs (and conduct our careers) is based almost entirely on our mindset.  Creative people such as actors and writers tend to think of their jobs as their ‘craft’ and are consistently finding ways to improve, learn, grow and hone that craft into the best it can possibly be.  However, those in other industries (including financial advising) often make the mistake of viewing their job as that of a salesperson as opposed to that of an advisor who should be constantly improving their craft in order to be the best resource for their clients they can be.  Read More --->

How we do our jobs (and conduct our careers) is based almost entirely on our mindset.  Creative people such as actors and writers tend to think of their jobs as their ‘craft’ and are consistently finding ways to improve, learn, grow and hone that craft into the best it can possibly be.  However, those in other industries (including financial advising) often make the mistake of viewing their job as that of a salesperson as opposed to that of an advisor who should be constantly improving their craft in order to be the best resource for their clients they can be. 

Read More --->

Productivity. How do we measure it? How do we maximize it? And how do we spend less time getting more done? I don’t think there’s anything worse than spending a whole day feeling busy with nothing to show for it. Before I learned how to prioritize my time, I was focused on all the wrong areas, maybe like you are now. Read More --->

Productivity. How do we measure it? How do we maximize it? And how do we spend less time getting more done? I don’t think there’s anything worse than spending a whole day feeling busy with nothing to show for it. Before I learned how to prioritize my time, I was focused on all the wrong areas, maybe like you are now.

Read More --->

Time and time again people claim to be able to time the market. And sure, they may get lucky here and there but most of the time they’ll get it wrong. We can’t control the market but what we can control is our emotions and we can help control our clients’ fear based emotions with the use of behavioral finance. Read More --->

Time and time again people claim to be able to time the market. And sure, they may get lucky here and there but most of the time they’ll get it wrong. We can’t control the market but what we can control is our emotions and we can help control our clients’ fear based emotions with the use of behavioral finance.

Read More --->

Developing a strategic inbound marketing plan is not only important but also effective in growing your financial planning business. There are so many moving parts to inbound marketing that it often times can be over-whelming. I like to think of a marketing plan as applying layers. Read More --->

Developing a strategic inbound marketing plan is not only important but also effective in growing your financial planning business. There are so many moving parts to inbound marketing that it often times can be over-whelming. I like to think of a marketing plan as applying layers.

Read More --->

Some people enjoy kicking back and relaxing in front of Netflix to binge watch their favorite series nightly. But financial advisors might consider unplugging this summer and improving on their business development and behavior. Read More --->

Some people enjoy kicking back and relaxing in front of Netflix to binge watch their favorite series nightly. But financial advisors might consider unplugging this summer and improving on their business development and behavior.

Read More --->

Throughout history our industry has done a good job of confusing the consumer about who “financial advisors” actually are and how we are compensated. The hundreds of titles and acronyms used to describe us and the many different fee-structures isn’t communicated well to investors and those we serve. There are many opposing views the industry has on how we should be charging for our services. So what are the different ways we can earn a living and what’s the best career path to choose? Read More --->

Throughout history our industry has done a good job of confusing the consumer about who “financial advisors” actually are and how we are compensated. The hundreds of titles and acronyms used to describe us and the many different fee-structures isn’t communicated well to investors and those we serve. There are many opposing views the industry has on how we should be charging for our services. So what are the different ways we can earn a living and what’s the best career path to choose?

Read More --->

So why am I challenging you to stop working with them? Because they’re not worth your time and energy. They’re often times highly demanding and they tend to have little regard to the fact that you serve other people and not just them. Read More --->

So why am I challenging you to stop working with them? Because they’re not worth your time and energy. They’re often times highly demanding and they tend to have little regard to the fact that you serve other people and not just them.

Read More --->