Oh, so you work with business owners?

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Saying “I work with business owners” on your LinkedIn profile is like saying, “I wear clothes.” Can you be any vaguer?

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Podcast

Please click below to listen to my rap song about financial advisors!

June 14, 2019

Podcast

How many people look forward to that website upgrade? Nobody. People would

June 6, 2019

Podcast

As you know, we tell the real story on the Sara Grillo

June 3, 2019

Podcast

Let’s be real…the financial advisor risk tolerance questionnaire as we know it

May 20, 2019

Podcast

To quote the great Ric Edelman, who I was honored to have

April 15, 2019