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Posts about
Financial Advisor (3)
5 Questions To Ask Before You Invest
While throwing money into a savings account is crucial to building your emergency funds, this alone won’t set you up for financial success. The truth is, the earlier you start investing (in anything), the more successful you’ll be.
“Too Much” Equities
Let’s talk about prospecting, which is something I think of often. Imagine you meet with a...
If You Can’t Stand the Heat…
I thought I’d start out with a couple of definitions. I know these are common words, but it’s...
This Time, I Failed.
I want to share with you a story, a recent story, a story of when I failed. Back in March of 2020,...
The Road to a Better Life
My partner Jim and I often talk about how financial advisors are compensated in our industry....
Which Side Are You Protecting?
On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t...
Whatever You Do, Don’t Question My Relationships
One of my favorite TV shows is American Greed on CNBC. If you aren’t familiar with it, its...
Homeschooling During COVID-19 and Beyond
If this feels like the most dreaded Back to School season for you as a parent, you’re not alone....
Making a Safe and Successful Transition in Quarantine
It may feel like COVID-19 has put everything on hold and made some underlying problems worse. If...
3 Things Wirehouse Advisors Need to Know Before Breaking Away
In the financial advisory and investment world, Wirehouses are the franchises of the industry....
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