Are you uncomfortable with sales? Me, too! Especially because, in Myers-Briggs terms, I am a borderline Introvert/Extrovert. The “traditional” side of the sales paradigm has one ruling mantra (the Tolkienian... read more →
Recently, I had the thrill of looking for whales. As a passenger, I just showed up, enjoyed the sightings, and got a DVD to commemorate my journey. However, I can... read more →
This week, we‘re viewing that ambiguous liminal space between client and financial advisor (or business owner) from the point of view of the financial advisor. It’s up to you to... read more →
Those of you who bear the CFP moniker or are NAPFA members are committed to the fiduciary standard of acting truly in your clients’ best interests. In the spirit of... read more →