My presentation on the impact to the industry on the proposed DOL Fiduciary rule is available. I have attached a few slides for your review. Call me and I can… read more →
Much as been said speculated about and is still unknown regarding the DOL’s Proposal and it’s impact on the industry. I am linking to a few good articles that I… read more →
Great post from Ray Sciafani at ClientWise. And a blog/newsletter worth receiving if you are not already signed up. I do and it magically appears in my inbox each week.… read more →
Interested in adding a CFP or other professional degree or designation to your name? I think it is a good idea, the CFP being imperative. How do you balance that… read more →
The Challenge – Growth Outpacing Capacity My client, “Mike,” is 53 years old and receiving referrals from his top-end clients. But some of the referrals are below the minimum he… read more →
If you don’t currently subscribe to Michael Kitces’ Nerd’s Eye View blog, do so. You are missing insightful reading if you do not. He put together an excellent summary of… read more →
“Always plan ahead. It wasn’t raining when Noah built the ark.” Richard Cushing Financial advisors spend most of their days talking to people about the importance of planning ahead and… read more →
I was quoted in an article for Investors Business Daily on thinking strategically about your business in 2015. Some of my strategies include taking the time to invest in your… read more →
In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can… read more →
“Don’t be afraid to take a big step. You can’t cross a chasm in two small jumps.” — David Lloyd George I used to have a job with the… read more →
