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On A Mission To Fix Money

fix money

On a mission to fix money How your money can be the root of all evil, or the seed of all good I recently took my son to open another savings account. He’s bringing in money he’s saved from odd jobs, chores, selling things online, birthday gifts, etc. I had him go through the entire […]

Jam It All!!

financial advisor lead generation

How understanding the Paradox of Choice can make finding a financial advisor easier Let’s face it, financial advisor lead generation leaves something to be desired. Back in 2000 one of my most favorite research papers of all time, When choice is demotivating: Can one desire too much of a good thing?, was published by Sheena […]

A New Lead Generation Service

lead generation service

A marketplace for buying and selling professional financial relationships “Relationship selling” is when someone uses their relationship and connection to close a sale – often selling a product. A product is a tangible thing, like a financial plan. However, buying and selling the relationship is another thing. When done right it has the potential to […]