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. […]

Know your Ideal Client's Persona

Find clients by knowing their interests

Economists Rebuke Proposed Tax Plan

a couple of 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 […]

Is your data secure?

 

Dropbox and Google Drive have vulnerabilities you may not know

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 […]

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 […]

9 ELEMENTS you need to review

Your online reputation is often your first impression

E19 | Sculpt your Digital Presence and Online Reputation Management

Sameer Somal thinks globally and acts locally. He is a partner at Blue Ocean Global Wealth. Sameer works both in the financial planning and financial services communities, as well as the broader business world.  He works across the globe to spread awareness about the importance of personal financial advice and effective management of our online reputations. One […]

The SafeHaven™ Data Centers

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

1 2 3 6