Recent Articles
If you’ve followed this blog (or ever heard me speak), you undoubtedly know I’m a big fan of message frames. Message...
As CJ Cregg, fictional White House Press Secretary on the hit TV show West Wing, once said: “Everybody’s stupid in an...
I’m a big fan of message frames.
When it comes to your clients and their retirement: Does it matter who wins November’s election? The answer is yes… and...
It’s January. Marketing plans are being implemented. Seminars are being scheduled. Social media posts are being...
Where are taxes headed - and how will it impact American savers? That’s a question that should be on every financial...
The AI revolution may still be a ways off, but today’s initial crop of artificial intelligence tools can give financial...
If you’ve turned on the news lately (or read the paper… or looked at social media… or talked to practically anyone),...
The best independent financial practices are really small businesses at heart. We have big ideas and need to achieve...