Jun 3, 2020
Our job as financial planners is to help our clients define their A-Z and then get them there fast and efficiently.
How to create Elegant Simplicity
Mar 16, 2020
I’ve been in this business for 28 years and I’ve been through some crazy markets. We all know the markets go up and down, but sometimes when they are down it can be hard to see the forest for the trees. On this episode, I noodle on what I have discovered from my experience from these types of seasons and I offer you...
Mar 2, 2020
Have you ever considered what the role of a financial advisor really is? I read a Tweet recently in which a financial advisor said if you aren’t calling your clients when the markets take a downturn you aren’t earning your money. What do you think? Did you call your clients last week to explain what happened in...