I spent the day talking about Advice-based Planning to a fantastic group of advisors.  They are all committed to offering advice for a fee to their clients for all the right...

As I sit here in frustration and sadness at the state of the world, I come back to the only thing I know how to do…try to make a positive impact in my tiny corner of the world, in my...

Often times the loudest voice and the most charismatic character in the room wins the day.  But that doesn’t mean they are right… 

I am going to assume...

The world doesn’t need just another financial advisor selling insurance and investments, it needs advisors on a mission to use financial planning as a tool to help change...

I remember back in 2008 when I was studying my CFP® exam, I was surprised by the fact that after the initial planning process, the rest of the client service model was encapsulated...

AND THEN SHE LET GO… One advisor’s journey to ten fee-paying clients in three months! 

I do believe that makes ten.  Ten fee paying clients in three months,...

As financial advisors we have the ability to see the potential in just about everyone.  Clients come to us with goals and dreams and we become the stewards of their vision....

The question is not who ARE you?  It is who will you BECOME? 

Being a business owner is so much more complicated than being an employee.  It tests you as a human being...

The industry is struggling with a conundrum…what to do with the Millennials?  And we want to make it really complicated. 

Supposedly Millennials...

Sometimes someone will tell me that they want to be like me when they grow up. 

That is a very humbling thing to hear. 

I have to fight the urge to deflect the...