FINANCIAL ADVISOR BLOG
Working Weekend Confession
It’s Saturday morning and I’m confessing that I’m likely going to be working Saturday and Sunday mornings/early afternoons and I’m just taking a moment to
MDRT Plateauing Out Syndrome
A client of mine mentioned that MDRT ( Million Dollar Round Table ) Members talk about the issue of the Plateauing Out Syndrome. The Plateauing
Confidential Questionnaire
I’m starting to see the answers come in from a Confidential Questionnaire that we sent out in advance of a Private Client Workshop that I
Referrals Revisited
I grew up in a household that believed in taking care of what matters … I believe I have a fiduciary responsibility to help my
Change Too Soon
“You cannot do a change too soon, for you never know how soon it will be too late.” I’m starting with the man in the
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