Everybody loves confetti, right?? Think of every wedding you’ve been to… every surprise party where poppers were provided… the excitement of frilly foils and explosive ecstasy has us grabbing for another handful, pulling another popper and acting a little crazy-happy. Confetti is a great way to mark a celebration; but it’s not the celebration itself....
Caveat: this article has been written specifically with financial advisers in mind but will also be relevant for similar professionals and service providers. As long as you see yourself as the gatekeeper of information, your relevance is limited. We are already comfortably in an age where information is digitized, aggregated, distributed and accessible on a...