Last Monday was National Quitter's Day.  How did you do?  Did you do what the vast majority of Americans do and give up on your New Year's Resolutions?  

If you are anything like me,...

It's been the driest winter anyone can remember. Halloween came with no snow. We all thought that surely by Thanksgiving we would get some. A flurry, but it didn't even stick. Then came...

I used to be hardcore. I did. When I was in the Army, I maxed out the PT (physical training) tests and did 12-mile ruck marches in full battle rattle. I repelled out of helicopters and fast-roped...

Last week we tackled the Fear of Failure and wrestled it into submission with premeditatio malorum.  This means meditating on what can go wrong in advance to defuse the emotional hold on...

Despite the fact that I think financial advising is a calling that can change lives, I don’t recommend it to anyone.  Ever.  Because it is bone-jarringly hard to get started.  ...

We live in a world of “independent” financial advisors, but the truth is that very few actually start out that way.  How could they?  Virtually everyone starts out as either a...

Teaching philanthropy and generosity is great, but isn't it just as important to teach our girls to GET PAID!? 

Let me give you a little back story… 

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Tell me you are NOT an Intentional Advisor without telling me you aren’t an Intentional Advisor.

Here are the exact words of an advisor on an advisor-only forum asking how to be as...

Were you taught, like I was, to put up a wall of professionalism between you and your client? Were you taught to try to look smart and stay in control? To keep your personal foibles out of the...

"Wait, hang on, I can't get on the Zoom cuz I'm on my phone, not my computer. You see, I am on my way to… But I thought we could talk while I drive, but I can't get the link to work."