THE EMPEROR HAS NO CLOTHES!

 

Do I ALWAYS have to be the one to tell the Emperor that he is naked!? 

 

Can’t someone else do it for once!? Pretty please!? 

  

Nope? 

  

OK,...

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VALUE AS A DECISION-MAKING TOOL

 

Last week I was working with a client who is struggling with a huge decision. 

  

He is, by any estimation, an Ideal Client: he follows my advice, he is willing to do what it...

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YOU CAN'T OUTSOURCE VISION

purpose service vision Aug 27, 2018

 

I have written about this before, but it came up as an important talk at a recent event in Florida.  
 

An advisor attending the event recognized the need for a full client...

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THE TIME WILL PASS EITHER WAY

goals mindset perspective Aug 20, 2018

 

I was just writing an email to a young woman who is just starting out as an admin in our industry. She has an ebullient personality and charisma. She is an adorable...

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ARE YOU GIVING YOUR CLIENTS SOMETHING TO BELONG TO?

 

"We have a strong desire to belong to small groups defined by clear purpose and understanding." 

  

-Sebastian Junger,in his book Tribe. 

  
 
Our modern...

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WHY ARE YOUR CLIENTS HIDING?

 

Something I hear pretty often from advisors is…   

 
"My clients won’t come in for three meetings a year, I can't even get them in for one!" ...

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ARE YOU LETTING THE UNIVERSE CONSPIRE ON YOUR BEHALF?

process purpose vision May 28, 2018

 

I believe this in my soul. I have countless examples of things that I didn't know HOW I was going to accomplish, coming together in unfathomable ways. 

  

 

I decided...

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PLANNING WEEK: HOW ONE WEEK CAN CHANGE YOUR PRACTICE

management process purpose Apr 30, 2018

 

Spring usually means renewal and growth - and for my financial planning practice, that is certainly the case. 

 

This spring, we carved out time for our Planning Week, something we...

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3 TIPS TO NETWORKNG LIKE AN INTERNATIONAL ADVISOR

 

TIP 1 

  

CREATE THE SPACE 

  

Financial Advisors are a dime a dozen at networking events.  If you join BNI or the Chamber, it is going to be really...

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BOOK REVIEW REPORT: The Obstacle is the Way, by Ryan Holiday

 

November 16, 2017 

Because I love books that make me think about my life and my practice in different ways, I've decided to share those thoughts with you every month or so as I find...

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