InvestmentNews* just posted this financial advisor survey last week in an article titled, “Marketing, Technology Top Advisers’ List of Strategic Focus Points This Year.“ Top financial advisors were asked…What will be most important to your growth in 2021? 23% see growing… Continue Reading
Ever gotten a referral and had this thought… “Wow, that was so easy. Why don’t I just do that all the time?!” Then weeks, months go by and nada happens. I remember this when I was in production. At the… Continue Reading
As an advisor (CPA, attorney, financial advisor, realtor) your job is to lead people & businesses thru the challenges in life, period. COVID’s poured some fuel on the fire of need people/businesses have for you, right? To accelerate you helping… Continue Reading
As we work to uncover the best ways to make these COVID lemons into lemonade, let’s take a look at what some bright minds have been doing when it comes to their fitness & health in 2020 to give them… Continue Reading
We often learn the most from the biggest challenges in life, right? COVID is proving to be no different. We adapt, evolve, and learn from the bumps in the road. It’s quite amazing how we innovate & create when we’re… Continue Reading