Your Likeability Factor

Do you know what your likeability factor is? What do others say about you? What do you say about yourself? I recently read a book called “The Likeability Factor” by Tim Sanders. The message of the book was to focus and continually reinforce all of those aspects about you that are likeable and further, to […]

Advisor-Client Chemistry

Do you have the right clients? This is a very topical issue for many financial planners, particularly those who have already built a business to a reasonable level. Actually, it is as important as the client selecting the right advisor. In the end there must be a mutual relationship with the parties comfortable with each […]

The Definition of Retirement is Changing

What is your definition of retirement? It might be good to think about that a bit. Do not just listen to the “noise” out there about what it means or what others are doing. Focus on you and who you are. You may just be surprised what retirement really means in the context of your […]