Tips for Setting & Accomplishing Goals in 2018

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 […]

December 29th, 2017|News & Events|

The Other Sure Thing … It’s Never Too Early to Plan

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 […]

November 29th, 2017|News & Events|

How to Build a Solid Relationship with Prospects & Clients

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 […]

October 10th, 2017|News & Events|

Do You Ask Your Clients for Referrals?

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 […]

September 12th, 2017|News & Events|

How to Explain the Personal Economic Model® to Prospects

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 […]

September 5th, 2017|News & Events|