creative business model

Roger Whitney: Applying a Creative Business Model To a “Traditional” Industry

You don’t typically think of a financial advisor as a “fun” guy you want to listen to on a podcast, but Roger Whitney has applied a creative business model that has led to loads of success. Instead of reinventing himself, Roger Whitney “leaned in” to his passions, which allowed him to turn his skills as…

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achieve your goals

Have you decided to be more successful next year?

3 Tips On How To Achieve Your Goals Often, we have someone call our office about making a change in his or her life.  We send information and then hear nothing.  Two years later, that person calls and says, “Now I’m ready to really create a plan.”  What I always wonder is, What did they…

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