• Email filter and technology concept 3d illustration
    18Apr 2013 0 Comments

    Clean Living

    Categories: Digitally Speaking - Tags: , , ,

    Many of us receive a daunting number of emails each day. They may come from co-workers, clients, vendors, or even the home office. This inflow of emails can lead to a cluttered email inbox that makes it difficult to sort out what is urgent, what can wait a little bit, and what can be put on the back-burner until you get some time. Fortunately, there are tools that can help you organize those emails in your inbox to help you determine importance, while still being able to focus on day-to-day activities like managing accounts and advising clients. Read more

    18Apr 2013 0 Comments

    The Rise of eService?

    Categories: Digitally Speaking - Tags: , , ,

    Last week I noticed an intriguing idea while browsing activity on LinkedIn®. Michael Kitces, writer of the financial planning blog Nerd’s Eye View, observed that “the latest decade was about consumers learning to trust buying products online, the next decade will be about buying services online.” Read more

    27Mar 2013 0 Comments

    What goes up, must come down … The Retirement Cycle

    Categories: Look Who's Talking, Uncategorized - Tags: , , , , ,

    After three weeks of straight travel and eleven flights, the saying “what goes up, must come down” rings very true for me. As I sat on the airplane getting ready for my last take-off, I began to reflect on some of the incredible information I learned at our Retirement Plan Summit in New Orleans and Retirement Income Form in Orlando. Although I don’t think we purposely planned it, the organization of the events, with the Retirement Plan Summit being hosted first makes great sense. Read more

    • Close-up of secretary’s hands doing paperwork
    04Mar 2013 0 Comments

    Get Ready.

    Categories: Look Who's Talking - Tags: , ,

    A friend of mine just called me from New York City. He was so happy to be back in his office in downtown Brooklyn where he had moved to make the commute easier on his elderly clients. The good news was that he was back – the bad news was, like many of us in the financial services industry, he hadn’t done nearly enough planning for a disaster the size and scope of Hurricane Sandy. Read more

    • Female hand touching tablet computer screen with finger
    21Feb 2013 0 Comments

    What do Mount Everest and New Orleans have in common?

    Categories: Look Who's Talking - Tags: , , ,

    I recently saw a short but impactful video that documented the journey of the first blind man to summit Mount Everest, the earth’s highest mountain. Many experienced climbers dream and plan about reaching the peak years before the feat is even attempted or accomplished. One interesting thing about Mount Everest is that it does not pose substantial technical climbing challenges on the standard route to the top, which is why it attracts many highly experienced mountaineers, as well as capable climbers willing to hire professional guides. Due to the dangers of altitude sickness, weather, and wind, experienced and capable climbers require substantial training, an experienced support team, and patience to know when to climb around the weather and others’ climbing patterns in order to succeed. Read more

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