Category Archives: Our Blog

THE BUCKET LIST

THE BUCKET LIST A great movie starring Jack Nicholson and Morgan Freeman follows two men on a road trip with a wish list of things to do before they “kick the bucket,” otherwise known as a “bucket list,” from which the movie gets its title.As an advisor, you listen closely to what your clients truly want...
Read more

Are You on Track for Retirement? Your Personal Super Bowl Sunday…

With the New Year comes new opportunities, changes, and reflection. I think I am correct in saying that most people work with the hope of someday being able to retire. Building your practice in the hopes of retirement is similar to NFL coaches planning for their football season. The success of their entire year is based upon making...
Read more

‘Tis the Season for Giving…Corporate Responsibility and Charity Selection

‘Tis the Season for Giving…Corporate Responsibility and Charity Selection The holidays have a way of bringing out the generosity in people. As a business owner, showing your generosity is a form of corporate responsibility. But with all of the possible charities to support, how do you identify the right one for you and your company to...
Read more

How Effective is Your Customer Service?

How Effective is Your Customer Service? You may think that you are doing everything you can to achieve good customer service. You are cordial; you send out a monthly newsletter; you even send your clients a box of chocolates for Christmas as a reminder of how much you appreciate them. Are there some aspects of your customer...
Read more

WordPress Appliance - Powered by TurnKey Linux