by Jim Yih | Practice Management
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...
by Jim Yih | Marketing, Technology
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...
by Jim Yih | Practice Management
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...