Mom is the C-Suite
What do you call the executive who oversees financials, marketing, technology AND overall operations?
Not CEO, CFO, CMO, CTO or COO, it’s MOM.
Happy Mother’s Day!
#mothersdays2021 #csuite
If You Fail To Plan, You Plan To Fail
Check out this 6-Step process from a Chartered Financial Analyst (CFA) to kickstart your financial planning.
“Your circumstances are unique, and your plan should be tailored to fit your life, instead of relying solely on generic rules of thumb.” - Bruce Aken of Nelson Murphy Insurance & Investments discusses the importance of a financial plan and provides expert tips on both designing and implementing a plan to help you stay on track.
#financialplanning #charteredfinancialanalyst #cfa #experttips
How to Choose a Financial Advisor
Bob Nelson of Nelson Murphy Insurance and Investments discusses important considerations when choosing a financial advisor. He describes the following attributes as crucial: trust, present in difficult times, clear and easy communication, and focused on your financial goals.