As a coach to other financial advisors, I have the opportunity to talk about their financial goals and retirement plans.  What I find is that most of us lack the basic clarity of purpose that we wo...

My visions used to scare my husband.  Don’t worry, it's not as bad as it sounds!

Early in our relationship, I would tell him about audacious things I would like to do in my business.  Things that ...

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 discipline and have yet to co...

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 in my habits?

See the th...

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 in it because as...

The industry is struggling with a conundrum…what to do with the Millennials?  And we want to make it really complicated. 

Supposedly Millennials want… 

-Tech 

-Instant access 

-Low-cost ev...

I just had the cutest conversation ever about the TIA Purpose Planner!  

I was at hosting a networking group and two of the women were off in the corner deep in conversation.  They came to a de...

“Winning is a habit.”  

-George Leonard 

Winning is a habit and so is losing. I think this is true. Haven’t we all known people who just seem to always win at life? And a few that always seem...

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 little fire-cracker of a young w...