May 29, 2018

According to Merriam-Webster the definition of ambivert is "a person having characteristics of both extrovert and introvert."  As an ambivert, I find the world complex to navigate. People assume that I want to be social and are turned-off by my reticence...

May 29, 2018

I am finally reading Blue Ocean Strategy and I had a stroke of genius hit me! But this idea isn't for me and my practice. This idea is for someone else to grab and implement.

In my practice, I have a secret mission to help prevent divorces among my clients.

I have design...

May 29, 2018

Working with advisors throughout the country, I have seen a few agendas in my day.

They tend to fall into a couple of categories:

  1. Always the same and too vague

  2. Super specific and overly technical

  3. Customized, requiring a lot of time to create

Let's talk ab...

May 29, 2018

A few months ago, I was wrapping up a 7 month study group and I left the group with this quote by Ralph Waldo Emerson: "Once you make a decision, the universe conspires to make it happen." I believe this in my soul. Here's why...

May 7, 2018

By aligning all clients onto a practice level calendar, you can take advantage of economies of scale. You'll spend more time developing a valuable agenda and delivering it over four months. You can roll out changes and improvements more systematically. Basically, y...

Please reload

Recent Posts

June 17, 2020

April 19, 2020

Please reload

Archive