Your relationship with your financial advisor is often long standing and personal. I get it. Your family has worked with this advisor for years. Your financial advisor knows you, knows your family and most importantly, “YOU LIKE THEM.” Liking your financial advisor is wonderful – you should have an amazing professional relationship. I would also argue that liking your financial… Read More
Posts Tagged ‘ Technology ’
Four Great Apps for Business Owners
When it comes to managing your own business, taking advantage of the right tools can help save you time, create efficiencies, and improve organization. Below are four app recommendations for business owners. Evernote Evernote improves organization and productivity by allowing users to create, organize, and share notes easily between multiple devices. You can even import handwritten notes and documents into… Read More