We have started our journey towards providing our clients with their own personalized experience with us. Not surprisingly, we have already encountered surprises. The first was a time delay due to a death of a very close and dear family member, my Mother-in-law, Dorothy. She had a very big impact on me and my family and she will be sorely missed. As a result, we are 6 we
In April I went to San Diego to participate in one of the best conferences I’ve attended in a long time. Just about every session was informative and thought provoking in ways to improve my business and serve our clients even better. As a result, I’m in the process of developing a plan which I believe will be transformative for my clients and take our business to the nex
There seems to be a huge misconception only wealthy people can have a team of advisors. I’m here to tell you this just isn’t true.
Two weeks ago I was in Florida visiting clients and family. I started doing this last year, and it was a complete success, thus I decided to make it an annual trip. The clients appreciate me taking the time out of my busy schedule to visit them, and naturally I enjoy spending time with my family. But the thing that stood out most about the trip was when I stayed with my Aunt a