ADDICTED TO CREDENTIALS

 

Advisors fall into one of two buckets:

-Those who believe they have all the answers and everyone needs them.

-Those who question their value and recognize their weaknesses.

 

In my...

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OVERCOME YOUR CONDITIONING

 

Have you ever heard about how they train elephants into submission?

 

When the elephants are young, they tie them to a stake with a stout rope that the elephant can't break.  The...

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BE THE TRIGGER

 

Last week I had the opportunity to do a virtual presentation for the Nor-Cal WIFS group.  Shout out to one of the newest and most dynamic WIFS groups in the country!...

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TO WHAT END?

goals philosophy purpose Mar 12, 2021

 

As a coach to other financial advisors, I have the opportunity to talk about their financial goals and retirement plans.  What I find is that most of us lack the basic clarity of...

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THE OUTSOURCED DREAM MANAGER

habits mindset perspective Mar 01, 2021

I got an email from a colleague asking me how to find a "Dream Manager."  I recognized the concept of a Dream Manager, but it had been years since I read Matthew Kelly's book.  Since it...

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ADVICE FIRST

It is easy to villainize product sales in an industry where sales have historically been given more priority than planning and advice.  But, for the most part, it's the tactics not...

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PRODUCT WITH A SIDE OF ADVICE

The other day, I was listening to a podcast featuring a female advisor talking about the power of planning.  She had written a book and was very enthusiastic about the life-changing benefits...

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WE DON'T DO ART

My husband loves mid-century modern…everything!  This could have devolved into a relationship issue for us, as my house was decorated in Victorian style.   However, I quickly...

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CHOOSE YOUR GURUS WISELY

Raise your hand if you love to learn!  Raise your hand if you love to read!  Raise your hand if you are always on the lookout for the next great personal development/business guru! 

...
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IS ANYONE SELF-MADE?

I grew up poor, joined the Army to get educated and took a lot of risks as an entrepreneur to get where I am today.  I am the one who went without paychecks when money was tight. ...

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