Last week I had the opportunity to do a virtual presentation for the Nor-Cal WIFS group.  Shout out to one of the newest and most dynamic WIFS groups in the country! 

Before the call, I let the...

It is easy to villainize product sales in an industry where sales have historically been given more priority than planning and advice.  But, for the most part, it's the tactics not the product that ar...

The other day, I was listening to a podcast featuring a female advisor talking about the power of planning.  She had written a book and was very enthusiastic about the life-changing benefits of financ...

My husband loves mid-century modern…everything!  This could have devolved into a relationship issue for us, as my house was decorated in Victorian style.   However, I quickly recognized that he had be...

Raise your hand if you love to learn!  Raise your hand if you love to read!  Raise your hand if you are always on the lookout for the next great personal development/business guru! 

My friend, you...

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.  

How was 2020 for you? 

Have you ever had one of those days…one of those weeks…where the appointments come back-to-back and there just seems no end to it!?  Friday comes and you realize that even though you have half a dozen...

Are you suffering from the Covid-10?  Or maybe you are better than most and it's only the Covid-5 for you!?

You know what I am talking about, right?  The work from home and stress snacking manifes...

Updated: April, 2025:

Several years ago, during an IMPLEMENTATION Monthly Mastermind call, I asked the group where they need help and what kind of trainings would be beneficial for them right now.  One...

Leonardo Da Vinci had a shipping problem.  No, I am not talking about Fedex, I am talking about the ability to finish a project and get it out the door.  Seth Godin coined the term to "Ship It" whi...