Do you enjoy asking for referrals?

My guess would be no, you don’t, and I bet I can guess why.

Asking for referrals is an inherently selfish act. 

The standard ask is something...

Do you envision an Advice-Based Financial Planning practice where your clients get scheduled for meetings automatically? Or, what if your staff prepares everything for the meeting without your...

Are you sick and tired of eternally sending CPAs and attorneys referrals and never getting any back?  This is one of the most frustrating parts of networking as a financial...

According to Cerulli, $84 trillion of wealth will be transferred to the next generation through 2045.  And many of those people won't be keeping you as their advisor!

I...

The financial planning landscape is evolving and your role as a financial advisor is shifting from being a transactional salesperson to a trusted advisor providing holistic guidance.

This presents a...

If you have been in the industry for very long, you have probably heard about Behavioral Finance.  I love listening to experts talk about biases and how they affect markets and...

A long-time client called to schedule some time with me last week.  She was really shy and cryptic about what she wanted to talk about but said it was in relation to her upcoming retirement...

I spent the last two weeks at two different conferences catching up with advisors who I hadn’t seen in years.  I ended up having the same conversation over and over.  It went...

There have always been women who can succeed in a man's world and we hold them up as the reason change isn't required.   

They say, "If SHE can succeed, ANYONE can."  But...

As we kick off preparations for the 16th Walk for Sudan, I can't help but contemplate the power of belief in your own ability to impact the world.

All of us read/watch the news and see...