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May 8, 2020
Quick Video Tip - Zoom Scheduling

We are all using Zoom to schedule our meetings. Let's save you and your team some time scheduling those from within the Chrome browser.

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May 5, 2020
Tuesday Comic - Liquidity

Trying to make your day a little brighter with comics.

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May 3, 2020
Why you need a unique value proposition and how to create one?

Too few advisors understand ‘the value’ of a value proposition - or how to go about creating one. But unless you identify and express your value to clients you won’t achieve success in this industry. Because, unless prospects understand what you do and why you do it, they won’t be convinced about your worth. In […]

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April 28, 2020
Tuesday Comic - Innovation

Trying to make your day a little brighter with comics.

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April 21, 2020
Tuesday Comic - Risk

Trying to make your day a little brighter with comics.

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March 14, 2020
Startups, what do you do now?

I wanted to share with you my thoughts on the current Coronavirus environment that we all find ourselves grappling with. Like many of you, I have gone through uncertain times - DotCom bust and subsequent recession of 2001, September 11, Enron, Iraq War, Afghanistan War, SARS, Swine Flu, Ebola, MERS, 2008-2009. However, unlike most of […]

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