Actionable Tips & Useable Resources for Financial Advisors
Simplify, Systematize & Scale Your Business
Top 10 Time-saving Tech Tips (Computer/Smartphone)
My friend Carla, knowing how much of a geek I am sent me this video. Guess what... I learned
Plan a Daily Desk Vacation & Boost Your Productivity
I learned a lot when I worked on Wall Street; sometimes, my lessons took me by surprise. The phones
How Do You Make Your Website (or Blog) Look Nice on a PC, Tablet, and Mobile Device?
WordPress just came out with a responsive version (3.8). If you use WordPress (I use it on my blog)
18 Places Advisors Learn More About Your Ideal Clients
Congratulations! You’ve invested time and thought into determining the type of clients you want to work with. Your niche
Simplify your business. Create your business vision
For Investment Advisors, Financial Planners and small business owners who have been struggling to find more time to work with more
Is Happiness Your Truth?
I love watching interesting videos that make me smile and feel more happy... especially in the mornings, the time