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If you can keep your head when all about you Are losing theirs and blaming it on you, If you can trust yourself when all men doubt you But make allowance for their doubting too, If you can wait and not be tired by waiting, Or being lied about, don’t deal in lies, Or being
Read MoreIn this episode of the What is Finology Podcast Natalie and Jody discuss having integrity as financial planners. As two moms, it would be hard to get through a conversation without some heartfelt mom respect and bonding over their common identity. What is Finology? · EP03_Jody Jacobson_Analyzing Value in Financial Planning Notes on this
Read MoreA Week In Our Lives By Richard B. Wagner, JD, CFP® October 9, 2008., followed by October 10, 2008, today, and preceded by a week of gut wrenching negativity. All of these days are all “one of those days” for people in financial services. The belly hurts. Friends hurt. Clients hurt. It is scary out
Read MoreFull disclosure: Dick Wagner and I were friends. We were colleagues and collaborators. And as he was for so many, Dick was a mentor to me. Long before I ever knew Dick Wagner, I knew of Dick Wagner. Everyone did – you couldn’t attend Retreat without quickly learning who Dick was. But until our paths crossed
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