FINANCIAL ADVISOR BLOG

Financial Advisor Blog

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.
June 27, 2016

Financial Advisor Blog

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.
June 20, 2016

Financial Advisor Blog

3 Questions To Ask Yourself When Dealing With Change
Dealing with change that is going on in the economy along with a forthcoming election and increased regulation, 2016 is turning out to be a challenging year for financial services professionals.
June 13, 2016