Powerful Types of Advertising

Powerful Types of Advertising

In today’s digital age, we are bombarded by advertising—so much so, we have become immune to it. This is why many of the clients I mentor often ask me about what type of advertising is the most effective. This is a fascinating question because there is no perfect...
How to Develop a Marketing Plan

How to Develop a Marketing Plan

You don’t have to be a military strategist to know that going into battle unprepared is a losing proposition. Yet small business owners make a similar mistake every day by competing without a detailed marketing plan. “By failing to prepare, you are...

Risk Assessment

I seldom highlight a specific company in the financial services industry, however I was introduced to a Risk Assessment Tool that was very helpful (and a little surprising) to me in reviewing my own investment strategy. The tool was created by Thomas Jeffrey, a Senior...