by Michelle Peatee | Oct 13, 2020 | Grow your Business
Having now spent over 20 years within financial services, it has become evident that we love our industry buzzwords! They are thrown around so much that they are often used incorrectly and have come to describe generalities in conversation. The #1 offender is...
by Michelle Peatee | Nov 4, 2019 | Grow your Business, Practice Management
The idea that data is important for driving decisions is not new. That said, I think that in a time when we are immersed in dashboards and business intelligence, the actual benefits get overlooked. If you’re like most financial professionals, you have a lot of data...
by Michelle Peatee | Nov 27, 2018 | Grow your Business, Press Release
I started in this business in 1983 with the Cigna Corporation doing fee-based financial planning on a consultative basis to clients. Cigna was one of the first firms to introduce a sophisticated comprehensive planning approach to helping clients meet their needs. More...
