An article in Financial Planning by Ann Marsh, published August 4, 2014, is an excellent discussion of the reasons financial planners are well served by having their own planners. Rick is cited in the article, which is titled “No, Really: You Need Your Own...
Last week, The National Association of Personal Financial Advisors invited me to address their national convention, which is held in Salt Lake City, UT, this year in May. I’ll be a part of a panel discussing the future of financial therapy and headline a...
Michael Kitces, Nerd’s Eye View blog, has a pertinent posting on his blog today regarding a topic I am passionate about, the need of financial planners to have their own financial planner. His post was inspired by a webinar I was to do for national...
When people ask me, “Who is your target market?”, I will often reply that we do our best financial planning for business owners, professionals, and retirees. One of the subsets of business owners that we specialize in is financial planners. Yes, you...
