INSIGHTS
News, Articles and Financial Updates
Ten Tasks for a Virtual Assistant
It’s not always easy finding capable staff to represent your practice and deliver friendly, professional service to your clients. There is so much that goes into placing qualified candidates including recruiting, interviewing, hiring, training and keeping them...
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Charity Spotlight: Paul Carlson
True, Noble, Right - The Canby Dahlia Run In the small town of Canby, Oregon there is a beauty that is not found anywhere else in the country. Each August through September, over 30 acres of dahlias come into full bloom. The blooming dahlias also serve as...
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Charity Spotlight: JB Wilson
Delivering Nourishment, Receiving Gratitude In July 2016, JB Wilson, found he had more time than usual after leaving the office in the evening. He had always been very thoughtful and committed to tithing, but was in search of a non-financial way to give...
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Charity Spotlight: Susan Youngsman
One Transformative, Eye-Opening Summer What does it take to change the trajectory of a life? Susan Youngsman remembers the moment her eyes began to open to the world. When she was 12, a cousin came from Holland to Mount Vernon, Washington to stay with her...
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Is Your Time as an Advisor Being Well-Spent?
Let’s face it...to be a leading financial advisor you need to spend the majority of your time interacting with your clients and prospects. Are you? I encourage you to take a minute and think about your average work week, which if you are like most financial advisors,...
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Where Value Meets Costs
If there’s one conversation financial advisors need to master, it’s the ability to communicate their value as it relates to cost. Many seasoned investors are no longer looking to their financial advisor to help them beat the markets, but instead, implement investment...
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