Posts by admin
Never Incomplete Data (with clients you care about)
According to Fiserv Inc.’s annual survey of financial advisors, ninety-five percent of financial advisors said their clients are asking them for advice on “held-away” assets, which are defined as accounts…
Read MoreAvoid financial abuse in your retirement years by choosing the right advisor
Part of creating wealth with no regrets is choosing the right person to help you manage the wealth that you’ve worked hard to accumulate for your retirement and for your…
Read MoreYou are not the problem (it's the picture)
I’ve always thought my problem is me. Then in one lesson it all became clear what the real problem is. Tom Ness, a top-50 teaching golf pro in the country and…
Read MoreQuiet statements; big actions
I often remind people that wealth is more than money because deep down people know this is true. And the more of it you have the more you recognize this…
Read MoreRule #2: Have you gone this far? (to prove a point)
How far would you go to make a point? What are you willing to do to launch your idea? Would you go as far as Dane Miller… From scratch he…
Read MoreRule #1: No one does it alone.
This has been Bob’s mantra as an entrepreneur. Not only has he hired the best people around him, he has learned from the best leaders and entrepreneurs. Sure you get…
Read MoreSplash into a great movie with the Dive-In Movie Series
On a hot summer day, there is almost nothing better than playing in the pool and cooling off. Or at least, there was. This summer, the Alpharetta City Pool at…
Read MoreWho’s been stupider longer? (hopefully others)
In the last two weeks I’ve had two big ideas that could have a significant growth impact on my business and ultimately create even more value for the families we…
Read MoreDestroy your business (before someone else does)
Are you so good at what you do that no one can beat you? Is your offering so superior that nothing else comes close to it? Perhaps this is a…
Read MoreUncertainty in Europe Still Affecting U.S. Stocks
USA Today reports that “U.S. stocks turned mixed by mid-morning Monday as optimism over Greece’s election results quickly turned to uncertainty over Europe’s ability to withstand tenacious debt problems.” On…
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