Videos, articles and resources to help you keep a competitive edge.
Doctors often take a holistic approach to health and medical treatment. Academics use a holistic approach to their research. So, shouldn’t there be holistic financial planning,… Read More
Will robots replace you? It’s an ominous yet understandable question considering the rise in automation across seemingly every facet of life. Financial advisory is no exception…. Read More
I write a lot on this blog about the importance of talking to your clients. Of getting to know them as individuals, listening to their hopes,… Read More
If you’re a fan of classic rock, you know that Steve Miller sang, “Time keeps on slippin’, slippin’, slippin’ into the future.” The Baby Boomers who… Read More
You own an independent financial service or registered investment advisory firm. You’ve worked hard, built it from the ground up, and watched it prosper. So, what… Read More
If you were paying attention during high school history, you’ll remember President Franklin D. Roosevelt told Americans in his first inaugural address, “The only thing we… Read More
The one thing you can count on in life is change. It’s as constant as the tides and as reliable as the sunrise and sunset. Stay… Read More
We’re different now. We have changed in ways big and small since the COVID-19 pandemic arrived in March 2020. And let’s face it, when we finally… Read More
Markets these days aren’t for the faint of heart. The highs shoot up like a rocket, the lows seem deeper than the bottom of the ocean…. Read More
I’m often asked, “Should I consider using a client portal?” A better question is, “Why wouldn’t you consider using it?” A client portal is an artery… Read More
