Do I ALWAYS have to be the one to tell the Emperor that he is naked!? 

Can’t someone else do it for once!? Pretty please!? 

Nope? 

OK,...

Last week I was working with a client who is struggling with a huge decision. 

He is, by any estimation, an Ideal Client: he follows my advice, he is willing to do what it...

I have written about this before, but it came up as an important talk at a recent event in Florida.  
 

An advisor attending the event recognized the need for a full client...

I was just writing an email to a young woman who is just starting out as an admin in our industry. She has an ebullient personality and charisma. She is an adorable...

"We have a strong desire to belong to small groups defined by clear purpose and understanding." 

-Sebastian Junger,in his book Tribe. 

  
 
Our modern...

Something I hear pretty often from advisors is…   

 
"My clients won’t come in for three meetings a year, I can't even get them in for one!" ...

I believe this in my soul. I have countless examples of things that I didn't know HOW I was going to accomplish, coming together in unfathomable ways. 

I decided...

Spring usually means renewal and growth - and for my financial planning practice, that is certainly the case. 

This spring, we carved out time for our Planning Week, something we...

TIP 1 

CREATE THE SPACE 

Financial Advisors are a dime a dozen at networking events.  If you join BNI or the Chamber, it is going to be really...

November 16, 2017 

Because I love books that make me think about my life and my practice in different ways, I've decided to share those thoughts with you every month or so as I find...