Archive - 2016

If you feel like you’re wearing ‘too many hats’ or ‘juggling too many balls’ in your FP biz…, getting focused on your projects is what you need. This will help. “Take 10 Minutes, a pen & paper and list out all of your ideas and consolidate them all into one place… ‘clear the clutter’ from[…]

I love hearing great success stories, and the ones that seem to keep grabbing my interest, are where people overcome struggles and difficulties with tenacious persistence and a never give in attitude. That’s why this story strikes such a chord…. and should be a financial planning lesson for you too. The Story At 65 years of[…]