CREATE SPACE TO GROW
I spent the last two weeks at two different conferences catching up with advisors who I hadn’t seen in years. I ended up having the same conversation over and over. It went...
ARE YOU A LEADER?
As a small business owner, do you ever struggle with the idea that you are a leader? Most advisors start focused on the client work, and as they become more successful, their practice evolves...
BE THE TRIGGER
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!...
DO YOU SEE PEOPLE AS THEY ARE, OR WHO THEY CAN BECOME?
It is easy to fall into a habit of saying, out loud or in our heads, ”Nothing is going to change, because this is how they have always been!”
If you see...
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