6 ways to enhance and improve your website

When’s the last time you made a change to your website?  In my article “Websites are the new business card”  I talk about the basic static website. This is the basic starting point.  It’s kind of like the car with no options.  If you...

Surround yourself with great people

In my post Principles of a Financial Advisor, I talk about one of my key principles of business being surrounded by great people.  I am very passionate about this because I beleive everything we accomplish we accomplish with the help of others. When it comes to...

Are you an expert?

As a professional speaker, I have used the services of Jane Atkinson to help me improve my speaking business.  Recently, she posted a blog about being and advertiser or an expert which included a very simple exercise I would like to share: Which do you think creates a...

Websites are the new business cards

I am still amazed at the number of financial advisors I meet who still do not have a website.  This is just like a business not having business cards.  If you think about it, websites are the new business cards.  You can’t be in business without one. The Static site...

Principles of a Financial Advisor

In everything we do in life, we can develop principle to guide our behavior and our life.  In the investment business, I have developed some principles that I live by and I would like to share these with you. 1.    Surround yourself with good people. Everything we...
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