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 was still on m...

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 the product that ar...

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 of financ...

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 recognized that he had be...

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! 

My friend, you...

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.  I went into debt to ...

This is the time of year for reflection.  Every advisor should be looking back at the year in review; noting what went right and where we can improve in the year to come.  

How was 2020 for you? 

"Grit is about working on something you care about so much that you're willing to stay loyal to it."- Angela Duckworth in her book GRIT.

I am re-reading Grit right now and I am struck again ...

Why did you become a financial advisor?

I was at a pivot point in my life.  I was a mortgage broker looking for more meaningful work.  I had applied to law school and was awaiting word on whether ...

As this year wraps up, I can't help but think…I'm so glad 2020 is almost over.  Come on 2021, be a better year!  Be the come back year for all of us!  It is so easy to push 2020 away and reject its le...