Today I had my first sales meeting with a potential client. To get the meeting I initially reached out to them with a very simple analysis of their 401k plan. The intention of the analysis is to show them where they may have some weaknesses and also where they could potentially save money. I dropped off…
Month: February 2017
Commitment To Growth
For the last 20 years of my professional career, there has been a lot of change around technology. From the days in computer class using the Apple Macintosh, to my brother picking up the phone (land line) and disrupting my super high-speed connection from dial-up, moving forward today, as we know it, the “information…
Minimalism and Myself
This Rally Post is going to discuss a book and idea that has recently made a positive impact on my life. “Everything That Remains” is a book about minimalism. Minimalism is a concept that is fast gaining popularity, however, there are many misconceptions and myths about the topic. First let’s talk about what minimalism is and…
The Wide World of Beer
There has been an event on my calendar for weeks that I have been very excited to attend. A chamber networking event at World of Beer in Canton. I knew it was going to be a popular event. The venue and quality of people did not disappoint. There were 200+ people in a private room…
Types of Posts on The Friday Rally
This post is meant to provide you with a look at our intentions for this site. The main contributors are going to be Luke Noble and myself (Chris Carlson). You can get to know us better on the tabs at the top of the page. Opportunities for guest contributors may present themselves in the future, but for…
Quest for Knowledge
Trying to become an expert in the financial industry is one of my personal and professional goals. However, I know that this is a monumental task and will take years. I am looking for…
The long road
Our journey started when we became financial advisors, joined the same firm, and met each other for the first time. We are both different and alike. We will admit we do have some big goals we are trying to achieve. We believe to be successful in business and in life takes consistent growth over time….
Chamber Networking
When we joined AMDG financial we were both starting from zero. Neither of us had any experience in the financial industry. We both had plenty of experience in other areas of our lives and career but…
The Friday Rally 