Are You Hiring College Students?

College students can be an affordable way to try out new talent and to get those overlooked, lower priority tasks finally finished. Are you hiring students? You should be. College students are less expensive than full-time employees, especially if you

Read More

A Three? The Truth Hurts!

Have you ever had one of your best clients gut punch you? Have you ever asked a question that you thought you knew the answer to and the response came back very unexpected? That’s what happened recently when we received

Read More

8 Steps to Create a Client Newsletter

As you continue to grow and manage your financial practice, it’s increasingly important to find low-cost marketing solutions to help promote your business and keep it in the forefront of your clients’ minds. An effective and inexpensive way to get

Read More

Doing It For The T-Shirt

A lot of people ask me, “Why do you do the Ironman?” I usually reply, “I do it for the t-shirt.” A 2.4-mile swim, followed by a 112-mile bike ride, topped off with a 26.2-mile marathon run…that must be some

Read More

Preparation Sets You Up For Luck

I once heard Steve Ballmer, the former CEO of Microsoft, say “Not only do you need hard work, good timing, and passion, but you need some luck as well.” Last weekend I competed in Ironman Canada, my 21st Ironman Triathlon.

Read More