Virtual Assistants... Even Santa Needs One!
Trying to fit all the planning and preparing and celebrating of the holiday season into an already busy schedule can bring a lot of stress to a time of year that's supposed to be full of peace. These days, even Santa needs help making his list... ...Read More
Sealing The Deal Over The Business Meal
Doing business over meals is a ritual that has existed for centuries. Taking clients to breakfast, lunch or dinner has long been an effective way to build relationships, make the sale or seal the deal. These business meals are essentially business... ...Read More
How We Eluded The Bear Of 2000
The date October 13, 2000 will forever be embedded in my mind. It was the day after our mutual fund trend tracking indicator had broken its long-term trend line and I sold 100% of my clients’ invested positions (and my own) and moved the... ...Read More