Gold and other commodities should be part of a diversified portfolio. But you should be skeptical of advice telling you to dump stocks and overweight your portfolio in gold.
Your Website Connection
Whether prospects find you through an organic search or are referred to your firm, the first part of their due diligence will be to check out your website.
MAP Your Retirement
If you are age 25-45 and earning between $50,000-$100,000, I want you to consider “mapping” your retirement. Before I tell you what that entails, let’s take a look at how middle class Americans are doing as they approach retirement.
The Science Behind Great Marketing
Here are four big mistakes I see by advisors who aren’t aware of the science behind effective marketing.
Get Perspective
If your retirement is 5-30 years in the future, ignore short-term market volatility.
Flawed Assumptions
I can still remember this event like it was yesterday. It was my first day of law school. I was attending my first class. The professor went to the blackboard and wrote these words: Assume nothing.