I got an email from a colleague asking me how to find a "Dream Manager."  I recognized the concept of a Dream Manager, but it had been years since I read Matthew Kelly's book.  Since it...

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...

“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...

Have you ever heard of "batching?" No, it has nothing to do with cookies - those of you that know me well, know that I have no business giving any sort of cooking advice! 

Let's talk about simple things we can do that will completely change our productivity as advisors because our to-do lists really won't ever go away.  We have clients and meetings and...

Here's a fun little fact about me: I LOVE it when my email inbox is empty. In fact, I even send screen shots of my inbox to my friends who immediately tell me to get a life. But let's talk...