Simple Strategy to Map Out Your Success in 2017
In this podcast episode, learn how you can create the time and space in your schedule to actually accomplish your 2017 goals.
Is the start of the year already daunting? Getting everything in order can be as easy as getting a giant wall calendar to map out the year ahead.
Click the play button above for a dose of inspiration!
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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