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November 9, 2017

In the past two weeks, three prospects have contacted me. That is a lot for me as I do not do much marketing other than networking. However, even a small amount of effort can result in new leads when people understand what you do.

All three prospects came to me via refe...

October 10, 2017

My son, Zach, had a heartbreaker of a soccer game this weekend. They lost 2-1 with the winning goal in the last two minutes of the game. Even with the loss, it was one of the best games I have seen my son play. He really owns his role as defender.

Over the past couple o...

September 27, 2017

Last Friday, we went to the U2 concert at Qualcomm Stadium. And as my wife said, “We are the demographic.” Most of of the concert goers were in their 40s or 50s, and some of them had children in tow like we did. We even ran into some old friends in the next section.

The...

August 2, 2017

If you have kids who will be heading to college soon and you are interviewing financial planners, which response would be more appealing when you ask “why should I work with you?”
 

  1. We provide great customer service and build a plan customized to your family.
     

  2. ...
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