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 →
Please Read - Disclaimer: Because this is such a sensitive topic to some of my readers, I want to clarify that the intent of this blog inform you of the... 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 →
When one buys or sells a firm, there are a number of key questions to consider. The art of a business is about building trust. The science of a business... read more →
How many dimensions do you operate in? Behold yon miserable creature. That Point is a Being like ourselves, but confined to the non-dimensional Gulf. He is himself his own World,... read more →