Money

8 Smart Tips to Manage and Protect Your Money

As our businesses grow and our schedules fill with serving clients, it’s easy to overlook how our personal financial needs might have changed.  Here are eight best-practice tips of millionaire business owners and how they personally protect their wealth. 1.       Move your money from banks to brokerage accounts.  Instead of having their money tied up …

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Want Fries with Your Burger? The Fine Art of the Upsell

Restaurants do it beautifully.  “Did you leave any room for dessert or coffee?” At least one car rental company my client just visited did it obnoxiously.  “Did you want insurance, gas, a GPS, or a toddler seat? Who will be responsible for the car if something happens to it? Oh by the way, it’s extra …

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