Bob Blurton – Your General Manager

In my work with financial planners I have many conversations about the three “P’s” – People, Processes and Profit. These

I recently reviewed some key metrics of a financial planning practice. The Principal has reached out for help. He feels

The demands of Financial Planners in running their own business and attending to their client needs have never been greater.

I have seen many signals that there has never seen a better time in our Industry for financial planning business