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02 Jul
Guest Blogs

Frustrated they won’t take your advice? Take ours instead.

  • July 2, 2015
  • By author-avatar Courtenay Shipley
  • 0 comments
Ever been asked for advice? Of course you have. Happens a lot. Ever had someone not take it because they say it won’t work, or worse, “...

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29 Dec
Guest Blogs, Member Written Articles!

Why You Shouldn’t Hire A Generalist As Your Plan Advisor

  • December 29, 2014
  • By author-avatar Courtenay Shipley
  • 0 comments
I meet with a lot of folks in the investment advisor and broker community. It never ceases to amaze me when they inquire how our practi...

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I am a business owner operating effectively but looking to learn how to take my business to the next level and earn some more mullah!

  • Initial Fee
  • Revenue
  • Size
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  • Membership Length
  • $ 199.00
  • Typically > 200k/year
  • 1 - 20 FTE (Full Time Employee)
  • Established Business
  • 3 Years Average