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 something like this… 

I have never worked from home for any significant period of time. I've always had an office or place of employment. I've always had colleagues and clients to interact with.

I thought that my consulti...

Last week I had the opportunity to do a virtual presentation for the Nor-Cal WIFS group.  Shout out to one of the newest and most dynamic WIFS groups in the country! 

Before the call, I let the...

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 you real...

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 you have half a dozen...

Are you suffering from the Covid-10?  Or maybe you are better than most and it's only the Covid-5 for you!?

You know what I am talking about, right?  The work from home and stress snacking manifes...

Leonardo Da Vinci had a shipping problem.  No, I am not talking about Fedex, I am talking about the ability to finish a project and get it out the door.  Seth Godin coined the term to "Ship It" whi...

I love it when a project is done. Finished. Finito.  If you are like me, you get a little buzz off of getting things done and checking things off the list.  Oh, it feels so good! 

The problem i...

The world has come to a grinding halt and you have come to the realization that 100 calls a week to your clients is not a sustainable way to communicate with them.    

You know you should fina...

Accountability is such an elusive thing.  We try and fail to hold ourselves accountable.  We get accountability partners to try to make it work.  We hire coaches to hold us accountable. 

I hav...