Two New Articles on Referrals

  A new article and an interview both appeared this morning.  Here is Jen Hoyt Cummings interviewing me for Reuters on, and here is why it is better to have people think of you as the solution to a problem than to be your fan.  Have a great weekend!

Steve Featured in Inside Information

We at The CDP were given quite a boost last week when our message was featured in an article by Bob Veres in his newsletter, Inside Information.  He very generously considered whether the kind of advice we encourage financial advisors to take might make for “a new era dawning in the planning profession.”  Well, that...Continue reading

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