If I had a dollar for every time I heard that investing is just another form of gambling, I’d have a lot of gambling… er, investing money. Your clients or prospects may think it, but it’s simply not true. I have 4 hard truths that you can use to respectfully set the record straight.
“Next year, I’m going to <insert resolution here>.” Who hasn’t done that? We all look ahead to a new year with the best of intentions, but it’s not often we […]
It’s officially Fall. With the change of season comes a renewed sense of focus — vacations are over, kids are back to school, and hopefully, you’re taking a fresh look […]
Educational Events Take Advisors “Back to School” with the Three Rs: Retention, Referrals and Resources
Last Wednesday was the first day of school for my sons (kindergarten and first grade) and this morning, I was almost hit by a school bus while out on a […]
The last few weeks have really been pretty crazy, to say the least. Alongside the very volatile markets and challenging economic news, someone decided to throw us an earthquake and […]
Some advisors are leery of public relations (PR) – I think it has a lot to do with the perception that your message is not entirely in your control. But […]