Recommended Tools and Businesses

These are businesses and tools that I find to be exceptional in their service and value. Please do your own due dilgence as to the fit with your needs.

Recommendations for Website Designers:

• Please request information – I have several designers in various price categories that I can recommend.

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Personal Favorites:

Bull’s-eye Financial Communications – Neil Rhein and his team help financial advisors communicate effectively with their clients, prospects, and centers of influence. His writers and graphic designers deliver high quality content that educates and motivates investors.

Jeff Evanello – Evanello Enterprises – Advisor Transitions, Succession Planning, Business Valuation. Ask me for a personal introduction. I know Jeff well from our time at Vanguard.

LinkedIn Resources:

GetLinked Training Now – I have had great success with this program to improve my LinkedIn profile and generate more interest and clients from LinkedIn. Highly recommended!

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