Invest In Your Local Community
Don’t allow the current economic turmoil to impact your creativity. It might be tough out there but now more than ever it’s important to think big.
Unspent Business Development Money
During a recent conversation with a savvy advisor (we’ll call him Greg), it was pointed out to me that 2020 has brought some challenges for advisors that are not immediately obvious to someone whose company designs and sells software solutions. Specifically, he mentioned that many advisors have business development accounts that they will struggle to utilize given the COVID-19 pandemic.
I was shocked to see this at LINC 2020
What element struck Luke and me the most at the LINC Conference? Millennials will carry the financial industry Hire young talent to attract young clients Gen Z and Millennials did...Read More