Thought Leadership: Insights

She’s a Canadian?

He practiced Trust & Estate law and I thought him very skilled in that Byzantine art. My clients, Heather and Alistair, were getting older and needed some estate planning which included Read More

The Growth Behavioral Investor Type

In the last article, we reviewed the Moderate Investor BIT. Moving on to the Growth Investor BIT, It is important to remember that the least risk tolerant BIT and the most risk tolerant BIT clients are emotionally-biased in their behavior. In the middle of the risk scale are Read More


Did You Know?

Clark Brown’s Performance Coaching program won the National Leadership Excellence Award in 2015.
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You can earn CE with Cannon’s Estate Planning Teleconference; next airing Tuesday, July 26th. Register

Our 2017 Schools’ Schedule is available on our website.
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Larry Divers is teaching
Retirement Plan Services Sales in Atlanta, GA, October 24th – 25th. Learn More

Linda Eaton’s eBook, Advising Women Investors, is available exclusively though the iBook bookstore.
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