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“Sheryl says the role of a financial advisor is one of the most important jobs but there is a segment of the industry that operates like the gunslingers of the Wild West, we don’t have...
On business efficiency: take out the things that are big item expenses and try to pare those down. You’ll streamline your business, you’ll cut your costs and you’ll make yourself...
“Your ownership in the business, the way that you finance your exit, allows you to help that person finance the sale and is an annuity for you.” - Bill Heestand
In this episode, I...
“ The most important thought, is the idea of paying yourself first or spending less than you earn, however you like to look at it. It’s an important idea that anyone can take...
“Change is going to happen from the top down, not waiting for a bad agent to get turned in to adult protective services, to then get prosecuted -that is not how change is going to happen....
It’s a very fluid situation. 90% of financial services institutions had a pandemic response ready. From a broad scale perspective, the financial stability portion is not a concern as this...
“It’s your story, you own it, you get to write the story that you’re going to tell, you get to write the story that you’re going to live” - Shennandoah Connor
In this...
“My #1 tip is to have a plan, which sounds complex for people, but quite literally just asking a couple of questions, like when do I want to retire, what would that look like, how can I...
“Be educated about sources of information, because knowledge is power and then live within your means. That to me, goes hand in hand.” - Donna Bandelloni
In this episode of GET READY!,...
Quote: Estate planning is not just for when you die, having a proper estate plan means that you’re going to be able to keep control over yourself and your person in the event that...
Have a plan. Have goals. But, don’t just have goals and a plan, have a system that works for you. That might be creating an investment plan to begin with and following that investment plan....
“You have to decide to make a conscious and intentional effort to obtain financial independence and once you do that, get all the resources that you can and you will be ready for any...
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