SO this will be my first entry in what I hope are many about tactical and strategic ideas that you can use to directly improve your financial planning and/or financial advisory business.
It has been said that my Unique Ability is to provide people with an easy way to take complex ideas and break them down in an understandable way so that action can be taken. The key is that action be taken.
My dad used to say son “Ideas are a dime a dozen, it is the men or women that implement them that are the true geniuses”.
Well we shall see! Please provide me with lots of requests and thoughts and I will endevour to provide you with lots of actionable ideas.
Thanks,
Eliot
The Advisor's Guide to Success 