I found this video really interesting and wanted to share it with you. I believe it is an important reminder to all financial advisors to…
FINANCIAL ADVISOR BLOG
Jim Rogers, chairman emeritus of Rogers Group Financial, describes how advisors can separate financial planning fees from product recommendations, including plan pricing. He spoke with…
It’s 5:23am PT on Monday, April 4th and I’ve been awake since 4am. I’ve been at my desk since around 4:30am PT after completing my…
Back in the days when I worked with Tony Robbins, I remember one of Tony’s Power Talks being entitled “Stand Guard On The Door Of…
Happy Birthday to Laura Reilly the most fabulous friend, love and partner that a man could be blessed with.
There isn’t a perfect communication and planning system and I’ve given up trying to create one. I went so far in the early days of…
The following distinctions in this blog are an adventure. These distinctions are to help you see and experience subtleties of language — we call these…
Thank you so much to Michael Healey of ZLC Financial for the inspiration that I received through reading Michael’s blog Professional Development Day? Personal Development…