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Random musings from the mind of a CFP

Man vs. Machine: Round 2 Thumbnail

Man vs. Machine: Round 2

In January, I brought on a new client who fits the target market of all the Robo-advisors popping up across the country. Read part one here to see how and why he came to us in the first place and the results of Round 1 here. Our combatants have gone...

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Why I Left Green Bank Thumbnail

Why I Left Green Bank

As you know from last week, I started my career at the bank (the green one). I started where many other employees start, on the phones. You also know that I left said bank. Today, I'm going to let you know why. In the beginning, it was a service-oriented...

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