Blog Benefits to a COI partnership – #3: Differentiate Yourself In this blog I will discuss the third reason you want to establish COI relationships. By engaging your client’s CPAs Read More » September 30, 2020
Blog Benefits to a COI partnership – #2: Raise Your Credibility I recently conducted a survey to find out how you are “weathering the storm” of COVID-19. Questions were posed to Read More » September 2, 2020
Blog Benefits to a COI partnership – #1: Serve The Client Well In this series of blogs, I’m going to discuss 4 main benefits from having partnerships with CPAs and attorneys. You Read More » July 24, 2020
Blog Personal vs. Professional Trust Many financial advisors, planners, and agents that I’ve spoken to over the years seem to want the “magic bullet” or Read More » June 24, 2020
Blog Retaining clients There is no doubt that the events of the last several weeks have changed our country and the world forever. Read More » April 19, 2020
Blog Let Faith Dominate your Fear I am writing this article to encourage you. You have set goals for this year, put a plan in place Read More » March 16, 2020
Blog The 4 steps to COI referrals Many financial advisors would agree that establishing Partnerships with CPAs and attorneys is one of the best ways to grow Read More » February 12, 2020
Blog The Most Important Quality in Business While spending quality time with our families at the beach, I got a chance to learn from my longtime friend, Read More » September 12, 2019
Blog What should I do with my money? I had a chance to catch up with my roommate from college the other day. Jamal is one of the Read More » September 26, 2018