If there’s one topic that I've always been fascinated with, it’s productivity. On my reading table, you’ll find classics like Getting Things …
The Top 7 Technologies for Advisors in 2017
How much would you spend on a technology that would save you ten minutes a day? That’s almost an hour per week, and about one full week per …
Do Advisors With CRMs Close More Sales?
Every morning, bright and early, I lace up my running shoes to make the two mile jog to feed my two beautiful and hungry horses. During this …