I’ve been backed up on lots of work, really busy with building MyPlanMap. I’ve had so many inspirations from the articles I’ve read and I haven’t gotten a chance to … Read More
Engage Your Clients Deeply With This One Simple Act
From all the calls, discussions and comments that I hear from Financial Planners, by far the most common thing I hear is “How do I engage my clients?” And it makes sense, because as … Read More