As 2015 comes to a close, I want to take a moment to thank you for spending a few minutes each week watching my videos.
I hope that you feel informed about the constant change in financial advisor technology, you’ve made a few decisions to implement technology in your business, and that you have laughed a time or two.
I take what I do seriously and try to deliver the best technology news and information for you, but I don’t take myself so seriously.
I love what I do, and I know that my passion for what you do (giving sound financial advice to your clients) comes through in each video I make.
Special thanks go to my Executive Producer Steve Biermann, who has been my right-hand man in content production throughout 2015. Something special happens when the two of us put our heads together, and again, I think that shows in the content we create.
So here’s to 2015; we did a ton of work.
2016, you are officially on notice!
