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How’s Your Attitude ?

Today I’m adding a new sleeve to my national presentation list. I will host a series of seminars in 2016 that will share inspirational stories to encourage audiences worldwide. I have studied and learned great life lessons from the best inspirational and motivational speakers on the planet. The first two books I read when I […]

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Robo Advisors On The Move!

Robo advisory programs currently have $16 billion in assets but that’s expected to skyrocket to $255 billion by 2019. Should advisors ignore the Robo Advisor like they did with the no-help/no-load companies or shall they take a stance, be proactive and find more ways to retain the clients and assets they’ve worked so diligently for? […]

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Adding Value In Life

During the last 27 years of my career in the financial services industry, I’ve been hired by a few great companies and a few mediocre companies. Business was easier to find when I was with the great companies but I had to work five times harder to gain traction when I represented the fledgling mediocre […]

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So What Keynote in Bethesda, MD on July 24, 2014

So What Keynote in Bethesda, MD on July 24, 2014

More and more clients are asking us to provide presentations that will help them get to know their clients better, gain more high quality personal introductions for referrals, how to gain a deeper more meaningful relationship as the “Go-To” person for ANY and ALL financial needs. Creating Strategic Alliances with CPAs, attorneys, tax specialist, Long-term […]

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