shutterstock_122137597 smaller

From Antiquity to the Future: Financial Security Is Always Part of the Quest

“The future belongs to those who prepare for it today.” This powerful quote by Malcolm Little may quite possibly be the cornerstone or central message upon ...
wearable technology 2

The Future of Client Engagement – Wearable Technology

How can insurance agents and financial professionals embrace the future of wearable technology for the benefit of their practice? By helping you to become a communications ...
Engaging the next generation

PASS THE DIGITAL TORCH WHILE

ENGAGING THE Next Generation As a seasoned financial professional who has grown a successful business, you’ve seen consumer marketing trends come and go, and through ...
compliance and suitability

Embrace Compliance and Suitability with Modern Technology

In 1934 under the Franklin D. Roosevelt administration, the Securities and Exchange Commission (SEC) was established to enforce federal securities laws and regulate the ...
technology

Marketing, Technology and Metrics

Are you looking to harness the power of modern cost-effective trends in marketing and practice management technology? Are you wondering how to begin the process of leveraging ...
digital executor plan copy

Do Your Clients Have a “Digital Executor Plan?”

You are the trusted financial professional. You are diligently working, thinking of every strategy to help your clients with their finances while they are alive and beyond ...
Technology

Gaining Time With Technology in the Year Ahead

Writing about technology is a forever developing narrative about necessity, creation, refinement and accessibility. I recently had a chat with a tech-savvy colleague about ...
Capture1

Solutions to Improve Your Online Security and Productivity

DRM, aka digital rights management may be an enigma and misunderstood by most professionals in our field. DRM is a set of access control technologies. DRM is something that ...
Screen Shot 2013-07-16 at 10.58.13 AM

Agents: Are You Ready for the Mission? Learning Social Security Optimizing Strategies to Reinforce Your Role as Trusted Agent

“Your mission, trusted agents, should you decide to accept it” is to familiarize yourself and your clients with Social Security optimizing strategies. “As always, ...
Screen Shot 2013-05-15 at 7.01.16 AM

Pocket Productivity: Stay on Top of the Trends

I sincerely believe the power of visualization will help you become a better architect of your future. I have a personal mission to share my thoughts about how using bleeding ...