Category Archive: MoneyCapsules®

Financial Planning: What’s Your Process?

I’ve been in the business for a while at this point. I’ve heard many stories from financial advisors about how they lead initial consultations and what the different methods are which they use to extract vital information from clients. The problem we often face as advisors is that clients offer us a decent amount of …

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Lessons learned from Steve Jobs

Financial advisers should ‘think different,’ just as Apple’s technology visionary did As appeared in “Investment News” There is plenty that financial advisers can learn from the late Steve Jobs. Often compared to Thomas Edison and Walt Disney, Mr. Jobs is recognized as one of the greatest visionaries of our time. He dazzled the technology world …

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