WHAT DO YOU GRAB?


It's been the driest winter anyone can remember.
Halloween came with no snow. We all thought that surely by Thanksgiving we would get some. A flurry, but it didn't even stick. Then came...

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HEALTH IS THE NEW WEALTH


I used to be hardcore.
I did. When I was in the Army, I maxed out the PT (physical training) tests and did 12-mile ruck marches in full battle rattle. I repelled out of helicopters and fast-roped...

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FEAR AND THE FINANCIAL ADVISOR - PART II

Last week we tackled the Fear of Failure and wrestled it into submission with premeditatio malorum.  This means meditating on what can go wrong in advance to defuse the emotional hold on...

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FEAR AND THE FINANCIAL ADVISOR

Despite the fact that I think financial advising is a calling that can change lives, I don’t recommend it to anyone.  Ever.  Because it is bone-jarringly hard to get started.  ...

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INDEPENDENT TOGETHER

We live in a world of “independent” financial advisors, but the truth is that very few actually start out that way.  How could they?  Virtually everyone starts out as either a...

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A GIRL'S GOTTA GET PAID

Teaching philanthropy and generosity is great, but isn't it just as important to teach our girls to GET PAID!? 

  

Let me give you a little back story… 

  ...

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VALUE IS GOOD FOR THE BOTTOM-LINE

Tell me you are NOT an Intentional Advisor without telling me you aren’t an Intentional Advisor.

 

Here are the exact words of an advisor on an advisor-only forum asking how to be as...

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BREAK THE FACADE

Were you taught, like I was, to put up a wall of professionalism between you and your client? Were you taught to try to look smart and stay in control? To keep your personal foibles out of the...

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SHOW UP PREPARED TO BE NO PLACE ELSE

"Wait, hang on, I can't get on the Zoom cuz I'm on my phone, not my computer. You see, I am on my way to… But I thought we could talk while I drive, but I can't get the link to work." 

...
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TURN PROSPECTING INTO PROSELYTIZING

I just finished up a call with an LTC specialist. At the beginning of the call, we determined that I was not in her territory. She then proceeded to spend over an hour with me. She updated me on...

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