Mar 30, 2018 Whoa! Russia, DOL Fiduciary blowup, trade tariffs, stock market bouncing like a yo-yo, new tax laws, etc, etc, etc. Tumultuous times if you’re a worrier. Plenty of info in the news to affect even the most moderate of lifestyles. While we know there’s a lot going...
Jan 1, 2018 Well, here we are. We survived the holidays and are fired up and ready to enter into the unknown of 2018. I’m sure some of you will read this and nod your heads favorably when I bring up a stock market over 25,000, but I distinctly...
Oct 2, 2017 I’m getting tired, worn out, exhausted by the continuing barrage of information on the “Fiduciary Rule.” Repeal, appeal, inform, beware. I work with our team to support the financial services advisor, but I’m also a consumer with a retirement plan and while I may be...
Jul 31, 2017 “Investment News” recently had an article on how best to improve your working relationship with millennials. Yes, they’re different, but so are the progressive and more mature boomers as well. Is your site one of those with the gray haired couple holding hands, gazing longingly...
Jun 26, 2017 I’ve been a bit out of sorts lately. Broken actually. Literally. It’s been a little over two months now since I took a hard fall from 12-feet up. Damn ladder, damn concrete…Really though, stupid me. I’ll forever have the memory of that late Easter Sunday...
Apr 3, 2017 When we were thinking through the significant elements of why people trust others for how we would approach Advisors Prep, one word kept creeping into the conversation. Authority. I’m constantly amazed at how many people re-post or tweet stories or articles as fact when they’re...
Feb 22, 2017 I recently had the opportunity to watch a very brief interview with Paul Pagnato of Pagnato-Karp Advisors. He made some very good points while addressing his firm’s perspective on their “WHY.” In other words, their purpose. It always amazes me when employees of a firm,...
Jan 30, 2017 There’s certainly no lack of uncertainty in the current economic, political, environmental, business, (insert choice here) arenas. With that in mind, it should cause any business professional to take a moment to stop, think and inhale the moment before exhaling with action. I recently read...
Jan 1, 2017 For all of us entering the new year with an aggressive interest in growth for our business, it’s not so easy. Like you, we’re experiencing the dynamic nature of change in everything we do. What was, isn’t any longer. What used to work, doesn’t any...
Dec 1, 2016 One thing we’re learning for certain is that our business, just like your business, does not come easy. Who should our service be aimed at? Who “gets it”? Who understands the value of marketing with a unique point of differentiation? Where does one find the...