About the Author
Brent Welch, CFP, ChFC, CLU
Brent Welch, CFP, ChFC, CLU, is founder and managing member of Welshire Capital LLC. Reach him at www.welshirecapital.com.
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By Brent Welch, CFP, ChFC, CLU |
May 1, 2012
Every year, I meet with a study group of six other wealth advisors and we talk about what’s currently working and not working in our practices.
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By Brent Welch, CFP, ChFC, CLU |
April 27, 2012
Banquet room seminars might not be working for you, but that's no reason to give up on events altogether. Some fresh ideas for your business.
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By Brent Welch, CFP, ChFC, CLU |
April 1, 2012
Hyper focus on your vision for the future, and great things might just start to happen.
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By Brent Welch, CFP, ChFC, CLU |
February 1, 2012
Last year, I lost a long-time client with more than $1 million of assets under management (AUM). That really hurt.