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Social Media: Trickling its way into Wealth Management

Social media began a new era and highway for sales and marketing in 2005. During this time wealth management firms quietly watched on the sidelines, taking the reactive approach, while meticulously figuring out how social media could impact their business without giving too much information away. With that being said, it made the wealth management READ MORE

Is Your Mortgage Feeling Well?

Yesterday I had lunch with Brent, a good friend of mine who is a mortgage broker and like the saying goes, ‘You learn something new everyday.’ And I did. Like Brent, we both love to help people and in his case he helps his clients save thousands of dollars and even puts some extra cash READ MORE