Financial

There comes a time when you just don’t feel like working anymore. It happens to everyone. You are certainly not an exception. Rather, it would be surprising if you haven’t felt that way about any of your past tasks or projects.. As an entrepreneur, you would have worked hard to get your business to a level where it is successful …

If you’ve been in business any length of time, chances are you’ve “bonked”—a phenomenon that happens to marathoners around mile 20 otherwise known as “hitting the wall.” Succeeding in business is much like running a marathon: The start is exciting, with the thrill of anticipation swelling as you toe the starting line. You know where you want to go, and …

The only way for a company to find out if its marketing is performing is to doubt everything it’s doing. Instead of guessing, jumping from one initiative to another, hoping for the best, or taking advice without knowing how to evaluate it, start at the beginning by questioning your assumptions, your expectations, your personal preferences, and, particularly, your perceptions of …

By Wesley Lowery, April 7, 2014 Later today, the Senate will vote along party lines to pass an extension to federally provided long-term unemployment benefits — legislation that, once it’s passed, will have taken four Senate votes to get passed. While Democrats will trumpet this evening’s Senate vote as a triumph, the legislation seems to face an implausible pathway to …

Americans spend more than $12 billion per year on the nation’s most pervasive addiction—self-help and the seemingly insatiable desire to be more successful. Like other compulsions, we can’t get enough to satisfy our longing. Every couple of weeks, there’s a new self-help book, video or seminar. Malcolm Gladwell’s latest addition to his shelf of self-help books is totally enticing. It’s …

After experiencing the death of a dear loved one, and the terrible challenges that followed, my life has been forever changed. However, my loss has become an inspiration to help others, particularly through encouraging other financial professionals to adopt End-of-Life planning as a standard and routine part of what we do.   The more I strive to educate families and …

Targeting an industry niche is a very effective, yet underused marketing strategy in the financial services industry. It can be hard to create a reputation for yourself when your marketing approach is “shotgun.” On the other hand, when you target a very specific industry niche, it’s fairly easy to elevate yourself to “celebrity status.” Let’s start out with a definition. …

After suffering through the grief and loss of my mother’s passing on Thanksgiving Day of 2008, it became increasingly apparent to me that End-of-Life Planning is a vital piece of any financial puzzle.  It has also become a passion and inspiration of mine to help educate every financial professional regarding the win-win opportunity of helping our clients and their families …

Accountability is simply holding yourself responsible for your actions, decisions and performance. As an entrepreneur, you are accountable to no one but yourself. On the other hand, your employees are all accountable to you. Holding a position of power can breed a sense of complacency in you and cause you to make poor decisions which might affect the growth of …

With the Olympics underway, we are hearing from athletes that they want to “peak” for their event. They also are planning out their strategy, checking out who their competitors are, and figuring out how they’re going to use their strengths and abilities to bring home the gold. The same process can be used for financial advisors to create their best …