This is the time of year for reflection.  Every advisor should be looking back at the year in review; noting what went right and where we can improve in the year to come.  

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Every firm has a diversity and inclusion initiative these days: a women's group, a diversity panel for people of color, a D&I recruiting goal.  How effective are these initiatives in...

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,...

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...

There are three types of advisors when it comes to the conversation about building a purpose-driven practice. 

-Those that get it. 

-Those who don’t care. 

-And...

I was in my workout class this morning asking myself, “Why do I do this?” 

I have a few chronic injuries from my days in the Army that flare up from time to...

I was trading emails with a long-time advisor friend of mine about purpose, specifically his purpose.   He, like many advisors, is feeling a little unsatisfied in his work. ...

When I hear someone talking about wanting to help me “close”, “overcome objections” or “disturb”, I know they are not MY people. 

...

Often times the loudest voice and the most charismatic character in the room wins the day.  But that doesn’t mean they are right… 

I am going to assume...

The world doesn’t need just another financial advisor selling insurance and investments, it needs advisors on a mission to use financial planning as a tool to help change...