What is your Purpose in life? Big question! Can you answer consistently without blushing? Not only should you be be able to, you should have a purpose statement. Why, you ask? Because just like for the papers you wrote in college or business school, it defines who you are, or more accurately, expresses what you… Read more »
Clients can be concerned when the markets have a correction. How can you reassure them and keep them from panicking and pulling assets from the market during these tough times and what are some actions you can take to retain existing clients? Schedule yourself for a ‘time out’ for 1 – 2 hours per day… Read more »