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

On Boarding: What the Average Financial Advisor is Not Doing

The previous year was tough on all of us, but let’s hope those tough times stay away! Those times provided many challenges to us and our families and many people were hit with financial challenges that impacted them in new ways. On the other hand, the stock market performed incredibly well and the savings rate … Read more