Quick Hits: Skittles or M&Ms? | Charts on Charts

By Corysswain | November 19, 2021 |

Don’t you love a good chart? Org chart, flow chart, skittles chart… Nothing that says “I’m a sophisticated wealth planner” quite like saying “take a look at this Skittles Chart.” I digress. Thanksgiving is here! I’m thankful that you all are out there everyday changing retirees and pre-retirees lives! Keep up the incredible work securing…

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Quick Hits – Charts on Charts on Charts

By Corysswain | June 25, 2020 |

There is nothing like a good visual to help you understand the complex, am I right?! I love charts, and I have come across a few good ones this week. Use them virtually through email drips, Zoom meetings, or print out and hand/send to prospects and clients to provide value and hit the message you…

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