Jul 23, 2020
This video is about Teaching Financial Literacy to Children. Sam and I are both financial literacy advocates and we both agree that you can't start early enough. Sam has some great ideas for teaching financial literacy and competency at an early age. It is important to remain positive and keep it simple when starting...
Jun 23, 2020
I decided to do something a little different and talk to a marketer about how financial planners should acquire new business. I enjoy being different and getting rid of the suite and sales stigma that comes with financial planning. The days of seminars and dinners are long gone.
This interview is with Corey Keating. He...
Jun 6, 2020
The big question: “Where are we
A very educational 30 minute back and forth about the current state of the economy and possible factors to affect a continuing recovery.
Here are some questions we discuss:
Why do stocks continue to improve as corporate earnings remain lower than normal & almost 40...
Jun 1, 2020
Sid and I talk about getting started as financial advisors. We also discuss life outside of the office and how we met on LinkedIn. This episode has some fun stories mixed in with business strategy for young advisors.