Should an Algorithm Tell You Who to Promote?

I saw this article in LinkedIn & thought what a ridiculous idea. How would that algorithm assess my performance? How … More

Contributing back to the financial planning industry.

Wishing you & your family good health, good luck and much happiness throughout the year.

Do you still remember the Ice bucket challenge where you had to pour a bucket of ice cold water onto … More

Thanks for all your trust & support in 2017. There were positive changes in the industry, company and myself. We … More