E24 | Finding Clients and Watching Video Games

What if you could turn your passion into your best source for leads? What if you were finding clients in the communities you were most passionate about? I think this is a great idea and is exactly what Galen Herbst de Cortina did.  Galen is an avid “gamer.” He likes video games and video game […]

Know your Ideal Client's Persona

Find clients by knowing their interests

E23 | What it means to be a credible authority

Marie Swift and Impact Communications Marie has been the secret sauce behind a number of the great names in the financial planning industry becoming a credible authority. She and her team are some of the best PR and strategy advisors in the profession.  She has been a long standing contributor to the overall financial planning movement. […]

Is your data secure?

 

Dropbox and Google Drive have vulnerabilities you may not know

Economists Rebuke Proposed Tax Plan

a few months ago

Death and taxes, right? And we only one have any ability to negotiate with the latter. Economists and The Proposed Tax Plan I received an email from the Sanders Institute and Dr. Stephanie Kelton, an admired family friend who has some of the most innovative ways to understand money and economics I’ve ever learned.  She […]

E22 | Off Time Management (part 2)

Being your best You want to give your best to your clients. I encourage you to consider your off time as part of your time management.  It helps to support your well being to be your best. For Principals, the process of being a business owner is can be draining at times with all of […]

9 ELEMENTS you need to review

Your online reputation is often your first impression

E21 | Moving Beyond AUM and Finding HENRYs

Millenials, why and how? Sophia Bera from Gen Y Financial joins me for this week’s episode of the show.  Sophia is a millennial advisor who focuses on millennial clients. Often millennial clients aren’t ideal or even probable AUM clients.  That doesn’t mean that they aren’t willing to pay $2000-$4000 for a financial plan and keep you […]

The SafeHaven™ Data Centers

The Data Centers that protect ComConnect File Sync and CloudFinder users data

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