FINANCIAL ADVISOR BLOG
When The Markets and Your Clients Are Freaking Out
China, commodities, currencies, Iran, oil, stocks – up, down, up, down, up, down and if you have been watching the markets in January 2016 you
Team Meetings: An Essential Part of the Process
[vsw id=”-Jj0uQuF-Qc” source=”youtube” width=”597″ height=”336″ autoplay=”no”] I talked about Emptying Your Mind, I talked about highlighting what you love to do, and I suggested everything
New Year Associate Review, Renew, and Redo
January is a great time of year for an Associate Review, Renew, and Redo by way of a Review Meeting. NOTE: The below steps are
Empty Your Mind
[vsw id=”-u2StJAw0Ok” source=”youtube” width=”597″ height=”336″ autoplay=”no”] What I do is I use Microsoft Excel, and now I am using Dragon Dictation. There was a time
Have a Happy Holiday Season
As the Holiday Season is upon us, we find ourselves reflecting on the past year and on those who have helped us shape our business.
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.