Webinar Recording: Asset Protection Trusts

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In today’s litigious society, individuals at high risk of losing assets often choose to place them in some kind of trust to protect them from liability. But not all trust […]

Webinar Recording: The Employee Retention Credit

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During 2020, small businesses which received Paycheck Protection Program (PPP) loans were not eligible to claim the Employee Retention Tax Credit (ERTC or ERC) as well. But for 2021, this […]

Webinar Recording: Unite Your Team with People Smarts

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Understanding a team’s personalities makes it possible to play to everyone’s strengths. Different people need different management styles. Participants will learn about what people value, how they best receive appreciation, […]

Do Industry Scandals Matter to Investors?

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In my work for Advice Chaser, a professional referral service, I sometimes have the opportunity to speak directly with investors who are looking for a financial advisor. I spoke with […]

Financial Advisors: Are You LinkedIn?

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Before the tech revolution, the way people referred new clients to financial advisors was usually through in-person networks–church, Rotary Club, golf.  You may have noticed that the world has changed, […]