Financial advisors attracting small business owners

Written by on

Welcome back to my blog and today’s post: Financial advisors working with or marketing to small business owners. This blog post is part of the Ideal Client Blog Post Series which I announced last month. In today’s post, you’ll learn about a target market that you may have overlooked, why […]
Read more »

Health and business benefits for financial advisors of disconnecting

Written by on

Benefits for Financial Advisors of Disconnecting: We live in a plugged in world. Whether it’s our phones, tablets, computers, or watches, we’re always connected. With emails, phone calls, text messages, social media updates and more, it can be a lot to keep up with. Often too, there feels like there’s […]
Read more »