by Eric Courage | Sep 27, 2019 | Blog, Financial Planning
When I read some of the rules for speaking and writing the English language correctly—as that a sentence must never end with a particle—and perceive how implicitly even the learned obey it, I think: “Any fool can make a rule, And any fool will mind it.”...
by Eric Courage | Sep 22, 2019 | Blog, Financial Planning
So…What do you actually do for me? Before I launched MARGIN almost two years ago, an obsessive quest began: What were my peers really delivering to clients? Not just their marketed online services. Not just the lip service of their pitches. Not just their portfolio...
by Eric Courage | Dec 23, 2018 | Blog, Investment
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by Eric Courage | Oct 17, 2018 | Blog, Financial Advisor, Wealth Management
“Habit 2, begin with the end in mind is based on imagination–the ability to envision in your mind what you cannot at present see with your eyes. It is based on the principle that all things are created twice. There is a mental (first) creation, and a...
by Eric Courage | Oct 14, 2018 | Blog, Financial Advisor, Wealth Management
Please relax. Take a seat The best place to solve client challenges is… In our window laced conference room, with our oval shaped well-polished cherry oak board room table, but don’t forget our perfectly modern hue grey wall too. One. Only. Please. That...
