NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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December Advisor Funnies: Plus, five secrets about Santa that may surprise you, wiping the slate clean for the new year, and more…
November Advisor Funnies: A full range of perspectives on turkey, plus some reflections on dessert.
October Advisor Funnies: Plus, Obama reads out mean tweets about himself on Jimmy Kimmel Live! and three weirdly questionable Craigslist ads.
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The Discovery Meeting Workshop: Transform Your Discovery Process
September 8–9, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
September 15–18, 2025
The AI-Powered Financial Advisor
Begins September 18, 2025