Celebrities hold a huge influence over the way we think. For some reason, we disregard opinions of professionals but will obsess over a celeb regardless…

Creating a holistic financial plan is important, but if you can’t convey why it’s important, your clients won’t take any action. Use this episode with…

Did you know that for 64% of business owners, the company is the primary source of income to support them? Whether it’s in two years…

We’re in our 3 part series with Scott Bushkie to talk about enhancing the value of your business. Now, he’s back for part two to…

This week’s show is a must listen for both you and your clients! We’re talking business valuations and exit strategies. Why is this important for…

Last month, we had Scott Bushkie on to talk about enhancing the value of your business. This month, he’s on for a part two to…

Let’s face it: your clients probably aren’t going to sift through all the new tax law changes, because believe it or not, that’s not the…

This month’s show is a must listen for both you and your clients! We’re talking business valuations and exit strategies. Why is this important for…

Most people have spare money after paying their bills and buying their groceries, but what most people don’t understand is where their extra cash flow…

What do you say to clients who say “I can’t afford to save now. I’ll start saving after I pay off my loans, buy a…

Have you ever wondered how some of your smartest and most successful clients make dumb decisions when it comes to their money? Author of Why…

Have you ever wondered how some of your smartest and most successful clients make dumb decisions when it comes to their money? Author of Why…