Is Your Client’s Monthly Cash Flow Underappreciated?

The past two months I have written about on-boarding new clients and EPRTM in order to get a closer look at helping your client achieve clarity; specifically around where to put their extra cash flow each month. In my book, “The Role of Liability Management in a Successful Financial Services Practice” I go into the … Read more

May 2020 Real Estate and Mortgage Trends, San Diego, California

Housing Market finds some footing for Spring and buyers continue to enter the market keeping demand alive. Potential buyers