As most small to medium-sized business owners know, the Coronavirus Aid, Relief, and Economic Security (CARES) Act has recently been passed and will provide assistance to those businesses that have been affected by Covid-19 and that qualify. Due to the breadth of this...

We are living through an unprecedented time in history. With thousands out of work and millions staying at home unless they have an essential errand to run, our world has changed. Business owners – especially small business owners – are facing challenges like they’ve...

One of the perks of being an entrepreneurial independent advisor is that you get to do things the way that best suits your needs. But just because you can doesn’t mean that most advisors will set up systems that capitalize on their strengths and effectively manage...

One of the perks of being an independent advisor is that you can be absolutely, 100% honest with your clients without worrying it will affect your commissions or get you in hot water with a broker. When your entire practice is based on giving sound advice, you not...

I’ve talked a lot in my blogs about the value of having multiple mentors to help you achieve success as an independent advisor. I truly believe that no man is an island and that to get to the top of the game, you need to work with others along the way. Though I’ve...

Being a financial advisor is one of the most rewarding careers you can get in to. Believe me, I’ve been doing it for over 17 years and I truly get the chance to change lives on a regular basis. However, what I’ve also learned from my years in the business is that not...