Halfway to 2014!

28 Jun

Hard to believe, but today is the end of the second quarter of 2013.  As my business is full of measures, I thought I’d take a moment and reflect on where we are at this point in 2013.

Thanks to YOU, we’ve received 12 introductions so far this year.  From that, we’ve created new client relationships with 7 new families.  Our 2013 goal was to bring in 10 new families.  So, we’ve got work to do but we are right on track! The business is growing and for this, we are grateful. And welcome to all you new members of the MJ Everson Financial community.

We’ve completed two of the four Power in Practice sessions. One in San Diego and the most recent in Chicago. These sessions are helping Sarah and me craft a more efficient and effective financial planning firm. Thank you Commonwealth!

We finalized a ‘succession plan’ with another local Commonwealth advisor. In case something were to happen to me, he can step right in and help my clients.  It is good to know I’m taking my own medicine to plan for the future, isn’t it?

All in all, the first half of 2013 has been a big success and we look forward to making the second half even more successful!

It is all due to your support. Thank you. Without your accounts, your introductions and your kind words, this would be a terribly difficult way to go about making a living.  So, thank you to all of you!

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