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Nov 23, 2021

Baby Boomer retirements DOUBLED in year 2020 over what took place in 2019!
Oct. 25, 2021, Investment News: Early Retirement surging as a result of Covid, research finds.

An estimated 5.25 million people who left the workforce during the Covid-19 pandemic and of that, 3 million (which is over 57%) appear to have retired...


Nov 11, 2021

Overlapping the areas that matter with the areas that can be controlled is a recipe for a successful business model…but then overlapping your passions as the third dimension, that is what can build a dynasty! Consider subscribing for continued insights from Advisor Advancement:


Nov 4, 2021

Achieving your ideal practice requires you to be a contrarian.  You will never get there following the mainstream down the path of products, pricing, and performance.  But you can get there through Process and Platform Partnership.

  1. Understanding What Matters & What Can be Controlled.
    • Working too many...