Set goals you actually want to accomplish. Don’t allow outside voices to dictate what your goals should be. While you may be more likely to achieve your goals if you feel accountable to others, you still need […]
The Other Sure Thing
We’ve all heard the saying the only sure things in life is death and taxes. And no matter how painful it is, over 148 million of us manage to get our tax returns into […]
Do you remember your first experience with a financial advisor? I do, I was in my early twenties and a friend of mine gave an advisor my contact information. At that time, we did not have social […]
Clients are a fantastic resource to meet new potential clients because they’re already seeking your advice. Still, it’s important that you ask in a way that shows your appreciation while giving them details they can share with […]
As part of the Circle of Wealth® system, the Personal Economic Model® allows you to show prospects their current financial situation and how to plan for retirement. It’s yet another way of showing them the value you […]