It was just another Tuesday, until my assistant called me and said “Mrs. Rice is on the phone, and she said she needs you to help them with an issue. It sounds bad. Normally, they let me assist them, but this time she only wants to talk to you.”
Wall Street Steward Blog
The great Vince Lombardi once said “Gentlemen, we are going to relentlessly chase perfection, knowing full well we will not catch it, because nothing is perfect. But we are going to relentlessly chase it, because in the process we will catch excellence. I am not remotely interested in just being good.”
I have been incredibly busy over the past year, and it is both a blessing, and a curse.
Just to refresh your memory, if I write a “case study” blog, it is an event that actually happened. I do not make these up, although I might embellish a bit to make the stories more interesting. That is creative license, and believe me, as the reader, you should thank me….if I told these “to-the-detail” how they actually happened, my blog would morph into the prescribed treatment for insomnia.
“On the first day of Christmas, my true love sent to meeeee….”
Your true love may be sending you a partridge in a pear tree this holiday season…
What should I do if I am behind on my retirement savings plan?
One of the least rewarding parts of my job…
Fair warning: this blog will take some time to read, but if you are willing, I think it will make you laugh at my expense.
Over the past 2 years, I have done plenty of branding. This is in stark contrast to my first 15 years in the investment business, when marketing was my flavor.
Hello everyone!! To those of you who don’t know me, I am Matt’s assistant. I answer the phone, schedule appointments, and do paperwork, all that fun stuff. Recently, our department, along with Sharon Archie, the CFO of Family Trust FCU, went to San Diego for the LPL Financial national conference.
How I, as an LPL financial advisor, use social media to build my practice?
During our long term strategic planning meeting last August…