Jun 07

#1 Reason You Need A Good Financial Advisor

By Personal Development

“The market is too high – get me out before it crashes!” This is what Rudy said to me when I answered his phone call on December 2, 1996.  Within an hour, I received the exact same message from Edwin.  Neither of these gentlemen knew each other, but it was as if they did. The S&P 500 Index closed that week at 757, up 25.1% from the previous 12 months and up a whopping 66.7% since the first week of December 1994.  Rudy and Edwin, both in their sixties, wanted to get out and take their profits, wait for the market…

Read More
May 24

Dare to Serve

By Book Briefs

In the fall of 2007, guest visits were declining, sales and profit trends were negative, and the stock price had dropped from $34 in 2002 to $13. The brand was stagnant, and relations between the company and its franchise owners were strained. Cheryl Bachelder was serving as a member of the board of directors for Popeyes’s food chain, when her fellow board members turned to her and said, “We need you to be our CEO.” She grabbed the reigns and went to work. Today the share price is $52, nearly 17% compounded annually over the past 9 years, and the business is…

Read More
May 17

What’s My Line?

By Personal Development

Where do you draw your line? A few years back my wife noticed a persistent beeping noise coming from the garage.  Upon further investigation she realized that it was originating from the control panel of Buddy’s invisible fence.  Buddy was our family pet at the time, a high-energy yellow lab.  The beep is a warning signal that is transmitted whenever the electronic fence has been compromised.  When the boundary was broken, Buddy’s shock collar no longer worked, and he had the ability to escape the confines of his half-acre playground, without a sharp pain to his neck. But here’s the…

Read More
May 17

What’s My Line?

By Financial Advisors

Where do you draw your line? A few years back my wife noticed a persistent beeping noise coming from the garage.  Upon further investigation she realized that it was originating from the control panel of Buddy’s invisible fence.  Buddy was our family pet at the time, a high-energy yellow lab.  The beep is a warning signal that is transmitted whenever the electronic fence has been compromised.  When the boundary was broken, Buddy’s shock collar no longer worked, and he had the ability to escape the confines of his half-acre playground, without a sharp pain to his neck. But here’s the…

Read More
May 11

Are You In The Drone Zone?

By Personal Development

Do you sometimes feel like the regulators are running your practice instead of you?  Like your business  lacks direction?  Trying to find purpose in your role as an Advisor?  If so, you may have entered the “drone zone.” Everybody knows what a drone is – a flying robot known as an “unmanned aerial vehicle.”  These flying machines got their name from the real drones – male honeybees. A few hundred drones live in a colony (hive) with about fifty thousand females called   worker bees and one queen bee.  Drones gather no nectar or pollen and have no stinger.  The…

Read More

803-457-1617