6 ways to enhance and improve your website

by | Technology

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

by | 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...

Are you an expert?

by | Marketing

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

by | 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...

Principles of a Financial Advisor

by | 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...