“Do I contradict myself? Very well then I contradict myself, (I am large, I contain multitudes.)” —Walt Whitman, Song of Myself We live in a world that loves clarity. Pick a lane. Make a plan. Stick to it. But real life—and real financial planning—isn’t that neat....
Attending conferences and expos can be a fun and energizing way to meet new people in your industry, learn about emerging trends, and form valuable business connections. However, these events can also be time-consuming and expensive, so it’s important to prepare...
One of the most common questions advisors ask me as a Chief Marketing Officer is, “Where can I get custom-branded materials printed or order logo products to help promote my business?” Whether preparing for a conference, meeting new clients, or simply building a...
Budgeting and ultra-endurance racing might seem like two completely different challenges, but they share a fundamental truth: success comes down to strategy, discipline, and long-term vision. When I ran the Spartan 50K Ultra, I learned lessons that apply just as much...
A significant trend is taking place in the wealth management industry—an increasing number of advisors are leaving their wirehouses to become Registered Investment Advisors (RIAs). In 2022 alone, wirehouses saw a net loss of 612 advisors, while RIAs gained 856, and...
Alden’s Lou Rivera with North Park, was recently featured in the January/February issue of Round the Table, the Million Dollar Roundtable publication. In the article, Lou discusses the Retirement Account Doorway Strategy—a game-changing approach for financial...
