It’s no secret that I love public speaking. It’s also not a secret that I want to do more of it. While I get the occasional opportunity to be in front of an audience, I really feel like I have an important message to share with others, and I no longer want to wait for conferences, corporations, organizations, and event…
Most financial advisors won’t tell you that your energy, the frequency from which you operate, has a direct impact on the success of your financial plan. Well, I am not most financial advisors. The energy you put out attracts the same energy back to you. If you aren’t excited about your financial plan and the energy you direct towards your…
Today is an exciting day as we announced that AGC™, the online community for financial advisors I co-founded with Taylor Schulte in 2019 joined forces with Wealthtender, a digital marketing platform for financial advisors, which launched the first SEC-compliant online review platform and is the top find-an-advisor website not sponsored by a wealth management firm, credentialing organization, or industry association–which…