FINANCIAL ADVISOR BLOG

I appreciate that you must be busy. At the same time, I trust that you are maintaining the focus on what we have been working

This e-mail was sent to a very valuable and long standing client that gave me very short notice about not wanting to do any client

I always begin each e-mail follow up to a client call with thank you because I appreciate the opportunity to provide value to my clients.

This Blog was inspired by a conversation with my friend Pat Finucane. Staying true to our new Time Management Plan, Monday was invested in planning.

Last week was the first week of our new yearly Time Management Plan and we stayed true to form as last Friday was a Product