Go Where They Are

Go Where They Are

by | Jul 4, 2023 | Tim's YouTube Channel

Advisors, like the rest of the world, are managing the realities of remote versus in-person work. What does it mean to go where your client is? Click here to learn how invaluable that can...
Money or Behavior?

Money or Behavior?

by | Jun 23, 2023 | Blog, Featured

No one is in the financial services business long before having a conversation with a prospect or client clawing through money problems. Credit card debt, a house-poor mortgage, student loan payments, private school tuition, car payments, and the basic cost of...
Frankenstein

Frankenstein

by | Jun 19, 2023 | Tim's YouTube Channel

Some books have lessons that withstand the test of time. But what exactly can be learned from a 19th-century literary classic? Click here to apply this book’s theme to care for our...
Three Easy Calls

Three Easy Calls

by | Jun 10, 2023 | Blog, Featured

The first day of summer is but a few days away. If you’re like me, the summer solstice shows up when most of us have already morphed into the change of pace that comes with warmer weather. That is unless you live in Asheville, NC where our furnace fired up last week...