Marketing Impact Shifts in 2021

By |2021-03-29T13:20:06-04:00March 29th, 2021|Uncategorized|

With 2020 officially in the past, it seems like everyone is ready to move on. We can't forget, however, the major shift in how society views work/life balance. Another legacy of 2020 is all the creative ways that companies sought to stay afloat during, let's say it together now, "unprecedented and trying times." A global pandemic has required big business [...]

30 Inspirational Quotes about Wealth + Finances

By |2020-08-22T10:23:59-04:00September 7th, 2020|Uncategorized|

1. "Money is a terrible master but an excellent servant." - P.T. Barnum 2. "To contract new debts is not the way to pay old ones." - George Washington 3. "Rich people have small TVs and big libraries, and poor people have small libraries and big TVs." - Zig Ziglar 4. "Buy when everyone else is selling and hold until [...]

6 Books to Read for Financial Freedom

By |2020-08-22T10:22:56-04:00August 31st, 2020|Uncategorized|

Everyone desires financial freedom. But where do we start? Experts have spent years interviewing the wealthy and successful, overcoming their own financial obstacles, and guiding their readers to financial freedom. We've picked 6 of the most influential financial books to get you started on the road toward efficient money management, healthy financial habits, and positive, success-oriented mindsets. 1. Rich Dad, [...]

8 Tips to Manage Client Expectations

By |2020-08-22T10:21:44-04:00August 24th, 2020|clients|

In the realm of relationships, we always need to be aware of expectations. Just as a man in the city is expecting his train to arrive soon, your clients are expecting you to take care of their financial future. We always expect people and things to show up on time, on our time. In this article, I will discuss [...]

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