Here’s what I’m up to these days.
I blog weekly for The Huffington Post (investing subjects) and Advisor Perspectives (coaching tips for investment advisors).
I’m excited to announce my new YouTube investing channel is up and running. The response has been very gratifying. Please check it out. If you like it, please share it with your social media contacts and encourage them to subscribe.
We will be adding closed captions in all the major languages. We will start with Spanish and Chinese. My goal is to impact investors all over the world. We have established a social media presence in China and already have attracted subscribers there. Very exciting!
My coaching practice for investment advisors continues to expand. I have clients throughout North America and in Asia. It’s particularly enjoyable for me to help advisors who are doing right by their clients convert more prospects. Their success means fewer victims for the securities industry. Most of my coaching work is done via Skype, but I also travel to give workshops and presentations to groups of advisors.
I recently gave a presentation to hundreds of attendees in Austin.
In the next six months I will be giving presentations in San Diego, Chicago, Santa Monica, Charlotte, Sydney, Australia and possibly New Zealand. I have a number of presentations scheduled for Sydney.
We will be taking up residence in Vancouver for October and November 2017. I will be meeting with clients in western Canada during that time.
My weekly newsletter for investors is gaining subscribers at a rapid rate. You can sign up here.
My wife, Patricia, continues her studies as an artist. We will be in Boston, MA and Carmel, CA in August and September, where she will be attending advanced classes. One of her portraits is on the right.
I continue to be focused on eating healthy and exercise, along with daily meditation. For me, all three are critical to leading a balanced life.
I’m grateful to everyone who is supportive of my work. I feel like I’m having an impact, which is why I continue my efforts.