As the new year gets underway, I wanted to give you an easy way to loop back to some of the top blogs from last year. So I put together a list of ten blogs that are worth a second look.
Before we get to that, a reminder that we are looking for your input!
As I pointed out last week, the team at Dri Financial Group is exploring ways to enhance the client experience through technology.
To guide our efforts, we’d like to hear from you so these changes are informed by your preferences and needs.
Anyone who responds to these questions via email before January 31 will receive a pair of Cineplex movie tickets in the mail. (One-word answers will not be considered. Let us know what you really think!)
Please email me your thoughts on the following questions:
- Do you read our weekly emails? (Click here to read a recent weekly email)
- What aspects of the emails do you like or dislike? Do you listen to our podcasts? (Click here to listen to a weekly podcast)
- What aspects of the podcasts do you like or dislike?
- Would you be interested in conducting your meetings with us through Zoom Video conferencing?
- Would you be interested in listening to a pre-recorded educational seminar, such as a webinar?
- What other technological improvements are you interested in that could enhance our service to you? (Click here to see our online calendar).
Thanks for doing that.
Now, here’s a list of 10 blogs from 2019 that are worth a second look.
- Four ways to avoid “burnout” as a business owner
- Five financial mistakes that business owners should avoid
- 7 tips for a successful partnership with your wealth advisor
- Top 5 reasons to never retire
- How to overcome financial challenges when aging alone
- Five things to do – and not do – in a bear market in order to stay rich
- Living inheritances: 7 big picture topics to consider
- Live Well, Stay Rich, Never Retire – Part One
- Live Well, Stay Rich, Never Retire – Part Two
- Live Well, Stay Rich, Never Retire – Part Three
That’s it.
Did this article resonate with you? What did I miss? Send me a note and let’s start the conversation.
The process of finding a financial planner can be overwhelming. Our proprietary financial planning process is designed with you in mind. Its simple framework helps you make an informed decision about hiring the appropriate advisor.
Call me if you want to map out how you can Never Retire. You can also subscribe to our Never Retire newsletter, contact us to Order a complimentary book, register for one of our events, and call us to meet with a Certified Financial Planner. We offer you a range of services from a wealth plan to investment advice or help you take advantage of our investment models. Call me at 416-355-6370 or email me at richard.dri@scotiawealth.com.
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