From Facebook to Phonebook

From Facebook to Phonebook

Last week, I was driving home from a lunch meeting and was thinking of who I needed to re-connect with. David Greenberg (a personal friend and one of the best speaker coaches I know) came to mind. And I did something crazy. I didn’t search for him on Facebook....

Financial Planner Job Opening

We are in the process of recruiting our next team member – a Financial Planner! We are looking for an ‘A’ player who wants to work with the best. There is opportunity for advancement and the ability to work remotely. Looking for a current CFP or someone with...