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!...

In his book, The Checklist Manifesto, Atul Gawande talks about the collective vision we have of our professional heroes.  We herald the dare-devil test pilot and the intrepid...

Have you ever experienced that sense of foreboding that comes from someone entering your office, closing the door behind them with a stricken look on their face?

There is that moment when...

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...

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...

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...

I love it when a project is done. Finished. Finito.  If you are like me, you get a little buzz off of getting things done and checking things off the list.  Oh, it feels so...

How many advisors have something on their website that says, "Every plan is customized and tailored to your needs?" 

Let me tell you a secret.  That is code for, "We...

Have you ever been hired for advice, delivered a plan, but then hit a brick wall with implementation? 

Many advisors see planning and product implementations as two distinct...

The world has come to a grinding halt and you have come to the realization that 100 calls a week to your clients is not a sustainable way to communicate with them.    

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