Archive for November 2020

Let us be perfectly clear from the get-go, this is not an article about politics. It doesn’t matter where you stand politically – unless you have lived under a rock for the past two weeks, you cannot have avoided the news that Kamala Harris has become, for the first time in America history, the Vice…

As a financial advisor, you wear many hats. Besides managing your clients’ finances, you have to stay in touch with them on a regular basis, keep up with managing money, stay on top of new regulations and, indeed, grow your practice. Social events are often a perfect opportunity to connect with people – but invariably…