Recent Articles
The holiday season is a time of celebration, connection, and rest. However, it can also bring a noticeable lull in...
If you’ve been following our blog this year, you’ve noticed I’ve been sharing some of my favorite message frames....
At this point, most people are familiar with the term “FinTech” or Financial Technology and its massive presence in our...
So, you’ve set up lead scoring in your CRM and have a prioritized list of prospects. Now what? The next step is...
Is a Roth Conversion really worth it? It's a question I encounter almost daily—whether on the internet, on YouTube, in...
The voters have spoken, and we’ve elected a new President and Congress.
“An investment in knowledge pays the best interest.” – Benjamin Franklin In retirement income planning, continuous...
We’re now less than two weeks away from the election. Which means… You have two weeks to leverage America's attention...
If you’re a financial advisor aiming to grow your practice, you’ve likely come across the term "lead scoring." But what...
Artificial intelligence tools - like OpenAI’s ChatGPT and Google’s NotebookLM - will increasingly impact the way...