Skip to content

Posts from the ‘Advisor’ Category

Welcome to the New Practice Management Blog!

One thing is for sure – we are shaped by our experiences.  And when I look back over the past 14 years of my career in the retirement industry, I’ve had some amazing experiences working  with many of our industry’s most influential advocates, hundreds of plan sponsors and committees, and thousands of plan participants. PQ11372CC

I’ve been so blessed, to learn so much from so many, that I feel obligated to pass on what I learned from these experiences and the wisdom that was shared with me. My blog will focus on practice management and development, mostly for retirement plan advisors and financial professionals, but occasionally broad concepts on marketing, sales, and service.

I’ve been working with advisors and financial professionals for nearly my entire career, but here’s what you need to know about me:
Read more