(NOTE: We will use Fun Financial Fridays as a way to provide insights on how financial and money professionals think about, lecture on and practice financial discipline. These posts will follow Tony Steuer’s Get Ready Formula and we will provide a summary of his weekly recommendations from this 52 week workbook titled The Get Ready Blueprint – … Read more
Photo by Andrea Piacquadio from Pexels Earlier this year Agency Nation wrote a LinkedIn post For Your Small Business Clients: 8 Things You Can Do Right Now to Make Sure Your Business Stays Afloat. I am of the belief that now is the time for us stop thinking in crisis mode and start working on the future and … Read more
“Sheryl says the role of a financial advisor is one of the most important jobs but there is a segment of the industry that operates like the gunslingers of the Wild West, we don’t have the rules and regulations to protect those who we are supposed to be serving – I couldn’t have said it … Read more
“It’s easy when you meet new people, when you’re at a conference or something, to start feeling like you need to be marketing yourself, telling them who you are. Instead, ask questions and learn who they are. If you listen, you make the other person feel great and so you’ve made a connection. And you’ll … Read more