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 something like this…Â
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...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 and exp...
BE THE TRIGGER
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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!Â
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Before the call, I let the...
DO YOU SEE PEOPLE AS THEY ARE, OR WHO THEY CAN BECOME?
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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!”Â
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If you see someone as they have always been, you ...
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