6 Big Ideas for Vlogging Financial Advisors in 2019

Ever get asked where you want to go for dinner and suddenly you draw a blank?

All the new places you’ve been wanting to try suddenly disappeared from memory. Your list of “old standbys” vanished too. “Where should we eat?” echoes loudly in your head. When it happens to me, I pull out my phone and find the local Eater list of best new restaurants in Portland. 

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Tears of Joy from a Teaching Tool

Tell someone to get onto Client Access and start using it and they might look at you like you’re suggesting they take the next SpaceX ride. There’s a reason for their fear. Navigating an unfamiliar website can feel a little like you’ve landed on a new planet. Careful, don’t touch that! It might explode! Of course, there’s no button inside Client Access you can accidentally click that is going to undo all the financial planning work you’ve done together.

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