January 30, 2020

I've been working with financial advisors long enough to realize that creating a viable business isn't the only thing on their minds. Creating a viable business that can be handed over or purchased and developing a plan for succession is another big piece of the puzzle...

January 27, 2020

I've been a blogger for a long time and I've often used my blog as an outlet to help me figure things out. I started writing when my husband died in 2007 and since then it's become the way I process.

I'm starting THIS blog that way so that I can admit to you right-off-t...

January 3, 2020

Despite what you might think, email marketing is NOT dead. In fact, there is still a higher client conversion rate through email marketing. Social media is powerful, but it moves fast. When something pops up in your inbox, you might designate more time to read it.

The b...

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