A small but real chance dozens of US banks go belly-up in the coming weeks. And what follows would destroy the value of your hard-earned savings. #money
As with new clients, onboarding advisors is the most critical point in their experience at a new firm, with long-lasting implications. #advisors #tools
Stinking thinking is when we let our negative emotions take over our thoughts. Stinking thinking can impact everything, including our finances. #finance
Predictable referrals, knowing that you will get the business you need and want year after year, makes growing your business to the next level fun #advisor
When I come across something that is lower on difficulty and HIGH on impact. I am here for it and I cannot wait to share it with this community. #value
Despite one of the worst performances on record by the bond market last year, fixed income remains a centerpiece of retirement portfolios. #retire #income
