This Week Near You--Gain Resources for Your Small Business/Financial Advisory Firm! Click Here to find an event nearby! As an advisor to small business owners, I am blessed to be... 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 →
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 →
We’re all questing for the “holy grail” of the right customer or industry segment—where to make more money in less time. Where is the most potential for growth? Where are... read more →
Most financial services professionals I know are looking for a “silver bullet” for gaining a steady stream of client referrals. Why does the silver bullet elude us? The silver bullet... read more →
What is the “It”? The “it” is a Fourth Marriage—the marriage between Self and Money. (Click HERE for my Sept. 17, 2013 post referencing the other three marriages per David... 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 →
The place where God calls you is the place where your deep gladness and the world’s deep hunger meet.” -Frederick Buechner I was recently told that 85% of the financial... read more →
NOTE: I would like to thank guest blogger Kevin Condon for Part 2 of this insightful blog. While he writes to owners of financial planning practices, his wisdom is equally... read more →
Last week we examined two men who experienced that liminal doorway we aspire to cross through—the one to financial prosperity. Let’s see what each experienced next. Like scores of lottery... read more →
