Here we are, at the outset of another year. Each New Year is full of promise, hope, and maybe even a bit of fear of the unknown. While we all share the same mixture of feelings, we all would like this year to be our best year somehow. So how can we do our best to start 2021 in the right mindset for growth? My best advice is to choose a theme.
Having a practice capable of operating like a well-oiled machine is crucial to your success but it isn’t enough if you don’t have sufficient numbers of people eager to receive your advice!
The pandemic rages on, lockdowns are being announced all over the country, and jobs are being threatened again. Meanwhile, the government can’t seem to come together on the next round of stimulus. But why wait for them?
With the election behind us, it’s clear that we’re still very much divided as a country. With a new president-elect chosen, we’ll focus on one question so many of you are considering: What does a Biden presidency mean for the markets and our investments?
Nearly every business across the country has been forced to implement some sort of virtual work environment and advisors are no different. From meetings to webinars, Sean and Scott have embraced the changes and adjusted to accommodate the needs of the client. Let’s talk about how that process has gone in our offices, what you should be doing, and why virtual is here to stay.