I had the wonderful honor to be included in a group of 18 industry experts in a new e-book from advisor websites. They are all little tips so it is a quick read but they are also all wonderful ideas. (You can read mine on page 20)
They assembled a great group, including Marie Swift, Bob Veres, Michael Kitces, Bill Winterberg, Amy McIlwain. I cannot think of anyone who would not find at least one idea worth implementing from this collection.
