FINANCIAL ADVISOR BLOG
Are Robo-Advisors Ex Machina?
The true values based consultative financial advisor that works with their clients to create a plan to grow assets, protect assets, save tax and leave a legacy should not be concerned about Robo-Advisors.
What Killed The First Half of Your Year? Fear of Change?
Fear of Change Killed The First Half of Your Year? Clarify and document your values, vision, mission, purpose, objectives, strategies and actions.
NAIFA National Performance + Purpose Event Las Vegas – Inspire Your Business In Any Economy Or Market
NAIFA National Performance + Purpose 2016 will take place September 17-19, 2016 in Las Vegas, Nevada. Pre-conference events and early check-in will take place on Friday, September 16.
Brand New Webinar From Simon Reilly…
Simply enter your info below for free, instant access to my new webinar that will reveal how to Eliminate Stress, Create More Time, Increase Productivity, and Position Your Advisor Business for a Smooth Succession Using The 5 Advisor Superpowers.