Author Archive: Marketing
by Kelly Kendall on Thursday, November 15, 2012
Imagine if you will that this is you. You wake up every day unemployed, like Groundhog Day, over and over. And every day, you go about your business of advising people on getting their financial house in order. Yet everyday, you do nothing to get...
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by Kelly Kendall on Wednesday, September 26, 2012
“Done! Mission accomplished! I did it!” It always feels great to achieve a major goal. But if the thought of developing a long-term plan is so overwhelming that you tend to avoid planning altogether, I would like to offer you a first step – the...
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by Kelly Kendall on Wednesday, August 22, 2012
“Work ethic is giving great effort to complete a task. Passion is giving great energy to achieve an outcome.”
I received the quote above from a daily email from Simon Sinek, and it struck a chord with me. One of the greatest differences I have...
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by Kelly Kendall on Wednesday, June 27, 2012
In the Marine Corps, we were taught many valuable lessons that have helped me throughout my life, personally and professionally. One incredibly helpful principle is "Adapt and Overcome.” This principle gets to the core (no pun intended), of what it...
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by Kelly Kendall on Wednesday, April 18, 2012
Let’s have a bit of fun with the challenges of the 403(b) market. We’re going to position it in the same way we coach positioning an FIA and retain its accuracy. What if there was a way that I could remove the challenges of the 403(b) market, but...
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