Productivity & Prosperity

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Latest Tips

  • 3 Referral Killers & 3 Easy Saves

    We all want clients and COI’s to refer, but first we have to make it easy for people to help. The folks described ...

    February 14, 2017
  • Wacky to Wise in 6 Steps

    For my friends who do not receive the Journal of Financial Planning, below is my June 2016 article: In modern society, m...

    December 2, 2016
  • 4 Solutions to Avoid “The Graduate” Trap

    Spring is college graduation time and a launch into financial independence, a celebration tuition-weary parents eagerly ...

    May 10, 2016

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