Archive for August, 2009
Build your client base with Business Owners
Whether you’re working with a business owner, whether you’re advising a business owner, or whether the business owner is providing you with some type of a service, you know them, they’re out there and they need your services. Today’s environment is breeding more and more businesses as a result of the thousands of people getting [...]
August 26, 2009
Tags: business owners, clients, financial planning, Mentorship, money, referral process, referrals Posted in: Mentorship 
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Why should you have a mentor or become one?
Many time we as business owners will reach our plateau before we achieve full success. To achieve the next level of success it’s a great idea to get a mentor and often it does not cost anything. Today’s business environment is more competitive than ever. What are you going to do differently to compete? First [...]
August 23, 2009
Tags: accountable, business owners, goals, ideas, Mentorship Posted in: Mentorship No Comments
Overcome Baby Boomer Blunders
Below is an excerpt from a free e-book titled Baby Boomer Blunders written by Doug Andrew. Why are many Boomers facing a crisis as they approach retirement? Because we have all had plenty of time to make every financial blunder under the sun. The biggest blunder for some is not squirreling away enough money during [...]
August 19, 2009
Tags: financial future, financial planning, homeowners, Pension, Retirement, retirement funds, savings, taxes Posted in: Retirement No Comments
