Reframing questions are your most powerful tool for shaping ANY challenging conversation. Here are my 4 favorite reframing techniques. #questions #views
I suggest that you take the above categories (those that fit your practice or the client) and use this in a way to discuss client expectations. #advisors
When it comes to portfolio management and using model portfolios, data confirm clients are largely open to the use of model portfolios. #advisor #portfolio
Some methods that are still available to webmasters, SEOs, and online marketers that can be extremely helpful in identifying the best keywords. #seo #tools
Most of us need just enough repetition in our business model to create traction but not so much that we find ourselves on another hamster wheel. #business
Major issues to consider in creating your own long-term care plan are where you will live and how you will pay for the care you are likely to need. #aging
Yields are just one reason why advisors may want revisit municipal debt this year. Fortunately, there are factors adding to the positive. #bonds #investing
The true investor will do better if he forgets about the stock market and pays attention to his dividend returns and the operating results of his companies
Making full use of the retirement plans you have available, health savings accounts, 401k matching, paying down debt, and living within your means. #retire
