The General Data Protection Regulation – a new law aimed at protecting the data of EU citizens – goes into effect this Friday, May 25. A lot of advisory firms in... read more →
This week, I’ll be attending Schwab IMPACT 2017 along with Mineral CEO Jud Mackrill. We’ll be there to support many of our clients exhibiting or attending themselves, and also to... read more →
A shorter version of this article originally appeared at WealthManagement.com As my wife was driving on our way home from from our Memorial Day weekend trip, I took the opportunity... read more →
Have you heard of live streaming video? I don’t know how you couldn’t be aware of it by now. You can now live stream in almost any social media app—Instagram,... read more →
Content marketing has two aspects: Content Marketing Content is the bait and marketing is the hook. If you only bring one or the other on your fishing trip, you’re going... read more →
I like to think that I’m good at remembering dates. If nothing else, I usually feel very sure of what I’m remembering. My wife, on the other hand, puts no... read more →
This article was originally published in the January issue of the Journal of Financial Planning. Nowadays, first impressions are largely made on the internet. Whether you’re looking up reviews of... read more →
Advisors often ask me what I think of their websites. Sometimes I have to take a minute to figure out what to say. I smile and quickly dig for some... read more →
Recently I drove from Omaha to Kansas City with my wife. As we passed the time, we noted how many combines were moving along at five miles an hour through... read more →
What’s the first thing you think of when you hear the word “Collaboration”? Hopefully, not this. If you’re like me, you think back to group projects in school (which may... read more →