Monthly Archives: October 2014

Run Your Practice Like a Seal!

Navy SEAL Master Chief Will Guild was interviewed by Men’s Health Magazine and talked about 6 Key Principles that SEALS live by.  Incorporating them into your practice and life will give you the mindset you need to succeed. Put Teammates … Continue reading

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9 Great Tools to Grow Your Practice

www.ebri.org – Covers retirement and related economic security topics. http://Crr.bc.edu – Center for Retirement Research at Boston College. This site has a wealth of information you can use to grow your practice. www.aarp.com – The website sections called “Work & … Continue reading

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The IRS is Forcing IRA CD Holders to Move Their Money to YOU!

Okay, slight exaggeration but you can make it come true!  As you probably know a recent Tax Court ruled that only 1 rollover a year is allowed starting in 2015.  Here’s your sales opportunity… People who use CD’s for their … Continue reading

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