- Differentiate Yourself From Competition
- Identify & Promote Your Unique Value
- Become Your Client’s Behavioral Coach
- Improve Your Client’s Experience
- Play Offense!!
will be even more important as we go forward“
– Kevin Keller, CEO CFP Board
I am passionate about progress. I believe progress, in any aspect of life, is a significant driver of happiness. Progress comes from learning – from our own mistakes, mistakes of others and what mankind has learned. And when it comes to investing, much has been learned to help us improve our decision-making process… (Read More About Jay)