November 22, 2019

The thing about goals is that they can seem like a never-ending hamster wheel
Many of us who are good at checking off lists of goals know that there is very little satisfaction in it because as soon as one is accomplished, there is another lined up and ready to go....

November 12, 2019

You may be thinking: "My B/D is holding me back from becoming a Thought Leader." However, if you are a true Thought Leader, then you must be willing to follow the rules...

November 5, 2019

"You are making promises.  You have a duty to survive." -Tom S.

I am not sure I have ever heard it said so succinctly. You make clients promises every time they hire you. You have a responsibility to them to run a viable business so that you can honor those commitments....

November 1, 2019

Do you ever have one of those days? One of those days where you wake up on the wrong side of the bed, lose your keys, run late for your appointment and just end up in a black hole of a mood?

There are a million reasons why one might end up in a crap mood, but there is j...

November 1, 2019

I just got back from the WIFS National Conference in Louisville, KY.  

There was a lot of talk from the stage and in the side conversations about bringing gender equality to the industry.

Here we are stuck at 15% female advisors, as we have been for decades. What ha...

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