by mrretainer | Nov 19, 2019 | Information for Advisors, The Future
Admit it, we all want to get something for nothing. We live in a world where we shop at Target, scan an item and see if we can get it for less on Amazon. We want to value going to the local, small business to purchase a toy for a birthday party, but the...
by mrretainer | Nov 6, 2019 | Information for Advisors, Productivity, The Future
As a financial advisor you know that clients come to you for a variety of reasons. They may be getting close to retiring, have inherited some money, or perhaps they are finally making enough to think about being strategic with their investments. They...
by mrretainer | Aug 17, 2019 | Information for Advisors, Productivity
We all have different reasons we became financial advisors. You may be at a point where you want to know how to make more money as a financial advisor. At some level we want to help people and that is a very important element of our job. But helping people can’t be...
