Sacred cows are not what they appear to be. They are often merely the threshold, the doorway, into a deeper truth. Consider this sacred cow: Great financial planners don’t need... read more →
One of the joys of presenting during Money Smart Week is learning about concerns from participants. The best questions—and answers—often come from either new business owners or the most veteran.... read more →
This free offering is so valuable, I wanted to give you another chance to learn more. If you’ve already read this, review my April 23 post HERE to prepare for... read more →
Consider that an elephant’s tail and trunk have roughly the same verbal description–cylindrical, flexible, long appendages. But these adjectives leave out important elements: the former is located on the elephant’s... read more →
Colorado financial planners, take advantage of a way to serve your clients! If you have any type of financial advisory practice, use this event to build your client relationships. If... read more →
So what is your Money Type? (I am a Magician first but, under duress, am influenced by the Innocent) Were you surprised about what you discovered? Armed with the awareness... read more →
Money Smart Week® Returns April 5-12, 2014 Saving for college? Preparing for retirement? Just wish you were better at managing your money? Sign up today for one of many financial... read more →
Save the Dates! Resources for Your Small Business/Financial Advisory Firm on April 5th & 9th Q. What are You Presenting at Money Smart Week Colorado? A. I have found the... read more →
Jerry Paul, ICON bond fund manager, would say you might be! As a result of traveling the country and talking with hundreds of broker dealers and financial planners in the... read more →
“Why do you look at the speck of sawdust in your brother’s eye and pay no attention to the plank in your own eye? ...You hypocrite, first take the plank... read more →
