FINANCIAL ADVISOR BLOG

Financial Advisor Blog
Remember Those Who Served
Memorial Day is a federal holiday in the United States for remembering the people who died while serving in the country’s armed forces.
May 30, 2016

Financial Advisor Blog
Economy, Election, Regulation – The Only Thing That Is Guaranteed Is Change
When you think about changes in the economy, election, regulation, are you strengthening your need for control and security?
May 23, 2016

Financial Advisor Blog
Eliminate the Stuff
Eliminate the stuff that you’re doing over and over again expecting a different result preventing you from moving forward.
May 16, 2016

Financial Advisor Blog
Free, Buffer & Focus Days Revisited
I recently read The One Thing by Gary W. Keller and Jay Papasan. Here is how I’ve approached buffer days in the past and what I learned and what I’m going to implement from The One Thing.
May 9, 2016

Financial Advisor Blog
What is Your Job as an Advisor?
What is your job as an advisor? Your job is to be able to help them to grow their assets, protect their assets, and
leave a lifelong legacy.
May 2, 2016