After some recent website issues an needing to update my site (I think it was a sign- or maybe the last straw)- and after 10 years of having the site active- it is time to take a break and decide the... ...

We have had an ugly few days here in the Minneapolis areas the past few days....8-12 inches of snow (depending upon where you live), sleet, rain, thunder.  The photo selected is how it looked here yes... ...

So glad the weather has warmed up enough here in the midwest to start the baseball and softball seasons.  PLAY BALL! This week's articles will provide ideas and inspiration to build the financial advi... ...

When planning, whether financial planning for your clients or strategic planning for your business, there has to be follow up and follow through (monitoring & accountability) to see if you are mak... ...

Due to some website issues, other things that took priority, and travelling to watch college softball (my daughter's team), I have fallen behind on posting articles each week.  Until I can fully catch... ...

Due to some computer issues and travelling to watch college softball (my daughter's team), I have fallen behind on posting articles each week.  Until I can fully catch up, I will only be including the... ...

Due to some website issues, other things that took priority, and travelling to watch college softball (my daughter's team), I have fallen behind on posting articles each week.  Until I can fully catch... ...

Due to some website issues, other things that took priority, and travelling to watch college softball (my daughter's team), I have fallen behind on posting articles each week.  Until I can fully catch... ...

The picture reminds me of where I will be tonight for the next week. Watching a lot of college softball games, but thankful to get out of the snow and cold weather! This week's articles will provide i... ...

This week's articles will provide ideas and inspiration to build the financial advisory firm of your dreams- whether that be a solo practice or a multi-advisor or multi-office firm. Part of the fun in... ...