A couple of months ago I wrote Assurances vs. Insurances in my blog. I’ve used this mantra for many years as one of the ways to describe what we do that is different from most other advisors. I was then invited to write 1000 words for Research Magazine (AdisorOne.com) and I thought that this would […]
Getting, being and staying organized is at the foundation of being successful!!! Therefore if it’s not in your nature to be an organized person then you need to hire someone who is to get you there and keep you there.
Again as I’ve mentioned many times before, you need to have a great assistant to handle […]