If posts seem a bit infrequent on FPPad, it’s because I’ve been busy preparing new content for a variety of sources (including my monthly technology column for Morningstar Advisor).
Also, I finished updating a presentation on productivity tips oriented to financial advisors. I’m presenting these tips during a webinar presented by The Standard.
The FREE webinar is this Thursday, July 8 at 12PM ET, 9AM PT (sorry for the late notice).
I hope you will join me on Thursday and I trust you’ll get a least two or three tips to help you work more efficiently and effectively to get more done for your clients.
