IS ANYONE SELF-MADE?

I grew up poor, joined the Army to get educated and took a lot of risks as an entrepreneur to get where I am today.  I am the one who went without paychecks when money was tight. ...

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WHAT INSPIRES YOUR GRITTIEST SELF?

 

 

"Grit is about working on something you care about so much that you're willing to stay loyal to it."- Angela Duckworth in her book GRIT.

 

I am re-reading Grit right now and I am...

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WHAT ARE YOU WORTH?

 

Have you had anyone ask you lately about your fees, and either directly or indirectly, ask you if you are "worth it"?   

  

I have been hearing from advisors that...

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WHAT'S IN IT FOR THEM?

 

We are a couple of months into something no one realistically thought could happen.  No one thought that a virus would spread rampantly through the country, through the world.  And...

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AN UN-IMPLEMENTED PLAN IS JUST AN EXPENSIVE THOUGHT EXERCISE

 

Have you ever been hired for advice, delivered a plan, but then hit a brick wall with implementation? 

 

Many advisors see planning and product implementations as two distinct...

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CORONA CONVERSATIONS

 

New research from Northwestern Mutual suggests that in the midst of this crisis, people know that their financial plans need work, but most do not plan on going to a financial advisor...

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YOUR CLIENT IS A REFLECTION OF YOU

 

Do you ever get frustrated that your client won’t… 

-share all of their information? 

-pay a renewal fee? 

-come in for their meetings? 

 

So often,...

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YOU HAVE A DUTY TO SURVIVE

 

"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...

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HOT. CROSS. BUNS.

 

My husband sent me this post from Instagram.  Of course I laughed and then I thought to myself, how sad is this? 

 

It is totally true! 

 

School teaches...

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5 THINGS ADVICE-BASED ADVISORS CAN LEARN FROM THE HMO MODEL

 

I was at the doctor’s office this week.  I am fortunate to be very healthy, so I am seldom there.  As I went through the process of a thorough check-up, I thought about how...

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