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…

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…