by Leif Jensen | Aug 8, 2016 | General |
I was attending a presentation by a financial advisor and the question was asked what keeps you up at night, or better yet what wakes you up in that cold sweat in the dead of night with the tightening grip of fear in your chest. Where are running short of...
by Leif Jensen | Aug 3, 2016 | General |
Is there a dumb phone revolution in the making? I have been hearing more and more about people wanting to unplug from the system and giving up the smart phones for plain generic old flip phones. With the computer revolution switch by some industries away from...
by Leif Jensen | Aug 2, 2016 | General |
I was having lunch with a client the other week and he mentioned that he wanted to buy a business within the next 5 years. I found this to be an intriguing thought because it was suggested to me by another client earlier in the year to buy a business for one of my...
by Leif Jensen | Aug 1, 2016 | General |
Death has an immediate impact in more ways than most think. I wrote that a friend and client passed away recently. Beyond the immediate impact on his family or on me personally. I think the biggest impact was on the company he worked at. He was the sole IT...
by Leif Jensen | Jul 27, 2016 | General |
As I was discussing over lunch with a financial advisor; there are times when clients have special needs or requests. Beyond the fact that all clients have their preference on how they interact with us, or the similarities of the requests. Our wealthier...
by Leif Jensen | Jul 26, 2016 | General |
In my continuing quest to learn the answer, to the question how can I further assist my clients better, I stumbled over these statistics. They seem odd to me. Seemingly 22.7% of the profits realized in the US come from the financial services industry, I am including...
