July 11, 2020

I love it when a project is done. Finished. Finito.  If you are like me, you get a little buzz off of getting things done and checking things off the list.

July 6, 2020

A few months ago I had a friend send me an audible book, BECOMING by Michelle Obama. I am going to speak blaspheme and admit that I wasn't very interested in the book. First Lady stories are just not that appealing to me, but I listened to it on a business trip.

June 17, 2020

Come close, I have a secret to tell you…we primarily serve White people.  During this moment of reflection on systemic racism, I can't help but look around and see that our industry is not reflective of our national diversity.

June 8, 2020

Have you had anyone ask you lately about your fees and, either directly or indirectly, ask you if you are "worth it"?

May 30, 2020

We are a couple of months into something no one realistically thought could happen. No one thought that a virus would spread rampantly through the country, through the world. And no one thought it was possible for it to cripple the world economy.

May 24, 2020

There is a reason that people use analogies to communicate. Sometimes we can see something more clearly from a distance than we can in our own lives.

May 11, 2020

How many advisors have something on their website that says, "Every plan is customized and tailored to your needs?" Let me tell you a secret.

May 3, 2020

The purpose of a plan, by my estimation, is to determine if someone is on track to accomplish their goals and to identify ways to increase the probability of success. It is also to identify risks to the success that plan.

April 19, 2020

New research from Northwestern Mutual suggests that in the midst of this crisis, people know that their financial plans need work, but most do not plan on going to a financial advisor...

April 19, 2020

My recent video training about optimizing your Zoom presence, elicited some good feedback. That really got me thinking about the challenges we now face and how we choose to react...

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