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

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: LinkedIn Poll | American Drivers | 10 Rules of Money

GOOOOOODDD Morning (or afternoon) Advisor partners!   According to my very small audience of advisors on LinkedIn who decided to take my random poll for “Are you back doing in-person event marketing.” (at the time I’m writing this) – 77% said some form of “Yes.” Hopefully you are all too and they are working better…

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Quick Hits: Grateful 4th | Goals are Guesses | Scared People

It’s time to celebrate our birthday! Nothing like a 4th of July party… it’s truly the obnoxious American tradition and I love every second of it. Lots of over cooked meats, melting neon popsicles, watery beer, and things that can blow off your hand in an instant! If those things don’t scream “‘merica,” I’m not…

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