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.  

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"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...

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...

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...

My visions used to scare my husband.  Don’t worry, it's not as bad as it sounds!

Early in our relationship, I would tell him about audacious things I would like to do in my...

Colleen, our Practice Manager, has struggled for months managing her 1st Grader's online school and her very demanding job.  She had a complex network of help.  This day was dad, that day...

In his book, The Checklist Manifesto, Atul Gawande talks about the collective vision we have of our professional heroes.  We herald the dare-devil test pilot and the intrepid...

Have you ever experienced that sense of foreboding that comes from someone entering your office, closing the door behind them with a stricken look on their face?

There is that moment when...

Have you ever had one of those days…one of those weeks…where the appointments come back-to-back and there just seems no end to it!?  Friday comes and you realize that even though...

Every firm has a diversity and inclusion initiative these days: a women's group, a diversity panel for people of color, a D&I recruiting goal.  How effective are these initiatives in...