In this digital age, a new type of financial advisor has emerged which may have tremendous implications for the financial advisory landscape. What is a robo advisor? A robo advisor[...]
When it comes to why a client chooses to establish or end a relationship with a financial advisor,  the ultimate reason is bottom-line performance. The goal of investing is to make[...]
By Sara Gilbert I hear a lot that I should have a different approach with female investors; let it be prospects or the wives of my clients. Is this really true or is it simply anot[...]
In the fast-paced world that we live in today, time is of utmost importance. Getting more done in less time can only be accomplished when we stay focused enough to be productive. T[...]
CHRONICLE – BUSINESS STRATEGY By Sara Gilbert  An advisor’s business practice is literally an SME, with some tasks proving more time-consuming. A  Lean Kaizen approach allows[...]