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
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
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.
For financial advisors, high-levels of client trust are especially mission critical. That is why when a corporation/broker-dealer is smacked with a scandal it can threaten the core business of the financial advisors even when the wrongdoing was centered in a
Is the RIA Route Right for You? Think before you leap toward the RIA status It sounds so appealing — going on your own! The freedom to run our own business, fleeing from thepressure of quotas and the mandate to
In simpler times a barn full of hay was a sign the farmer had worked hard and was prepared for the challenges ahead. This weekend I’ll compete in my 21st Ironman Triathlon. That’s a 2.4 mile swim, 112-mile bike ride,
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