Are you considering bringing on a junior advisor or partnering with other advisors? 

It’s a hot topic these days.  I have been contacted at least 4 times in the last...

I sat down with a cup of coffee and my journal and I wrote across the top of the page, “If not now, when?” 

I was thinking about all the areas where I have lacked...

I was writing in my journal this morning.  Yes, I journal.  I’m THAT person! I was inventorying how things are going. What am I getting right?  Where am I falling short...

There is a dangerous trend taking root in the industry and it threatens the future of our practices.  

When I see something that I know isn’t right once, I usually...

In the modern world, redundancy gets a bad rap.  The fear is that if you are redundant, you are expendable.  It has become a euphemism for “about to be laid-off.”...

The thing about goals is that they can seem like a never-ending hamster wheel. 
 
Many of us who are good at checking off lists of goals know that there is very little satisfaction...

I keep having different iterations of a similar conversation with advisors. It goes something like this… 

My Broker Dealer is really holding me back. I...

"You are making promises.  You have a duty to survive." -Tom S.  

I am not sure I have ever heard it said so succinctly.  You make clients promises every time they...

HOW TO BUST A BAD MOOD SO YOU CAN GET BACK TO WORK 

Do you ever have one of those days? One of those days where you wake up on the wrong side of the bed, lose your keys, run late for...

I just got back from the WIFS National Conference in Louisville, KY.  #SoValuable!    

There was a lot of talk from the stage and in the side conversations about...