For many business owners marketing is tough and likely not the reason they started their business in the first place! As a Financial Advisor, your work is primarily focused...
Times are changing, and suddenly we have all been thrust onto the online space, whether we were prepared or not. While the country is slowly opening back up despite...
Occasionally I get asked about the best way to introduce yourself as a financial advisor. That’s an important skill. But in some ways, focusing on introducing yourself to other people...
As you very well remember, we had a quick and severe market downturn in March and April 2020, followed by the greatest stock market rally in the history of...
Helping people achieve their financial goals and provide security for their families is one of the greatest, most rewarding career paths on the planet. But it’s a very tough...
Back in 1998, physician and author Spencer Johnson wrote a best-selling book called “Who Moved My Cheese?” It’s the story of four mice who live in a maze and who...
All of us are affected by the coronavirus and the shutdowns. The virus is slowly running its course but social distancing will be with us for a very long...
Every advisor gets just a few great career-building opportunities: Times when they can really establish themselves as experts, build long-term credibility, and differentiate themselves from the competition – most...
When it comes to asking people to handle their money, having a few grey hairs does bring a small advantage. People are just naturally reluctant to trust people with...
All Financial Advisors need a track to run on. That is, a set of activities that you know are productive, and that will continue to guide you on your...