Posted by Jerrold R. Jenkins on Apr 29 , 2022 - 10:46 am Travis Chaney is the CEO of Dynamic Directions, an award-winning coaching and consulting team specializing in building better lives and practices for financial advisors. He has coached clients to places on the Barron’s Top 1,200 Financial Advisors list, the Barron’s Top 100 [...]
Posted by Jerrold R. Jenkins on Oct 25 , 2018 - 02:00 pm Cash value life insurance is a lucrative investment for buyers and sellers, but naysayers and misinformation have created a difficult market for sellers—they must have the competitive edge. Dean Vangozzi was already a successful financial entrepreneur, but he found his edge when [...]
Posted by Jerrold R. Jenkins on Jun 16 , 2014 - 03:00 pm James R. Peters takes the title Financial Expert to a new level. How does he do so? He holds impressive degrees in financial services and managerial finance, as well as the titles CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner). He [...]
Posted by Jerrold R. Jenkins on Feb 25 , 2013 - 01:00 pm For some people, the time spent on an airplane is best utilized by sleeping. Others prefer reading. Dan Prisciotta wrote a book. “I was flying back from the West Coast, and had five and a half hours,” says Prisciotta, a financial planner [...]