by mrretainer | Aug 16, 2019 | Productivity, Tools & Technology
Why do Financial Advisors need tools? Financial advisors need tools to be extraordinary. Tools include knowledge, skills, resources, and physical instruments. When I made the move to retainer-based, I questioned everything. I found tools along the way to help me...
by mrretainer | Jun 17, 2019 | Productivity, The Future, Tools & Technology
You decided that this is the year to make changes to live your dreams. Now what? Most of us have been there. Retainer-based planning is the way to make it happen. You meant well, you wanted to help people with their finances and maybe you worked for a “big firm”...
