Adopting New Technology? Adopt The One Week Rule!
Confused about which apps to use or software to choose in order for you to run your financial business?
Most financial advisors are having difficulty in doing this, that is the reason why I will provide you steps that will make it much easier for you to choose and to avoid to get stuck with your selection.
The one week rule:
- A week to get in – look on how long to get train up, if more than a week then start to look for something elsewhere
- A week to go out ...
Click on the image to learn more!
Don’t Be Tempted to Persuade Your Clients
Recently, I've been seeing a lot of articles about Advisors persuading clients to move from active management to passive management. Persuading clients to follow the way you manage investments is a big mistake. Do this instead.
Click on image above to watch the video.
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