Stop Worrying About the Risk, Worry about the Client

I just cannot believe we STILL think it’s ok to hand our clients a deck of paper, full to the meniscus with fine print and legal mumbo-jumbo!! Are we just lazy to change this? What keeps us from making this better? I suspect it’s something along the lines of “Oh well, everyone else’s looks just...Continue reading

Financial Advisors: It’s Time to Go Overweight HEART

Rock solid relationships between Financial Planners and their clients hinge on the planner’s ability to meet a client’s needs of the Heart, Head and Hand. Meeting the needs of Head and Hand, for most planners is a piece of old tekkie. We’ve spent our time since the dawn of the industrial era perfecting these processes....Continue reading

Scroll to top