16
Mar“Found Money” I’ve always found it entertaining the things that people will say about you when you’re not listening. Recently I had a new client join our team. In the process he mentioned that he’d talked to some other clients that were friends of his. Naturally curious I asked what that had to say about me and […]
09
MarIn these trying times, marketing yourself as a wealth manager is more important than ever. Clients have changed their expectations, and you must step up to the challenge. Marketing your business never stops. And it’s important to shift your strategies to meet the current needs of your clients. As a wealth manager, you may not have enough[…]
08
MarWhen you successfully manage your time, you get to live your ideal life. In business operations, there are two major time-management problems business owners encounter. Working 9 to 5 First: Deciding their workday is from 9 a.m. to 5 p.m., then spending their day with a variety of time-wasting activities. Many important activities should be accomplished during[…]
