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Summary: Our newly independent practice turned the challenging shift to virtual events into charity for a good cause, a great time together with existing and prospective clients preparing delicious food from one of our favorite local restaurants.
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Summary: How can advisors prioritize a work-life balance when things feel out of balance? These tips may help you take care of yourself so you can continue to take care of your clients, business, and staff.
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Summary: One surprise in our most recent Financial Planning Tech Survey was offset by another: Advisors' use of financial planning technology has dropped, according to the latest data. But some formerly fringe tools are getting more widespread adoption.
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Summary: My humble beginnings growing up on a farm near Tekamah, Neb., gave me many gifts, the biggest being the gifts of perspective and work ethic. As I release my fifth book, Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future,
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Summary: Have people gone crazy? A client called me this week from the hospital. She is 76 years old, was in reasonably good shape but was pushed down in a stairwell because she was not wearing a mask bringing groceries to a neighbor.
