I HAVE A SECRET

 

Come close, I have a secret to tell you…we primarily serve White people.  

 

During this moment of reflection on systemic racism, I can't help but look around and see...

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WHAT'S IN IT FOR THEM?

 

We are a couple of months into something no one realistically thought could happen.  No one thought that a virus would spread rampantly through the country, through the world.  And...

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COMPONENTS OF A PURPOSE-DRIVEN BUSINESS

 

CASE STUDY: the components of a purpose-driven, profitable business.  

 

There is a reason that people use analogies to communicate.  Sometimes we can see something...

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CORONA CONVERSATIONS

 

New research from Northwestern Mutual suggests that in the midst of this crisis, people know that their financial plans need work, but most do not plan on going to a financial advisor...

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WILL YOU MERELY SURVIVE OR ULTIMATELY THRIVE?

 

I created a video training about how to optimize your Zoom presence the other day.  I got really good feedback that the video was useful and timely as the world transitions to video...

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SO YOU THINK YOU ARE A THOUGHT LEADER?

 

I keep having different iterations of a similar conversation with advisorsIt goes something like this… 

  

My Broker Dealer is really holding me backI...

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A CLIENT-CENTRIC APPROACH TO PURPOSE

 

There are three types of advisors when it comes to the conversation about building a purpose-driven practice. 

 

-Those that get it. 

-Those who don’t care. 

-And...

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A CLIENT EXPERIENCE IS YOUR PRIMARY DELIVERABLE

client attraction purpose Oct 21, 2019

 

I took a vacation, a REAL vacation, to the South of France.  Every year I travel with two other women and this was our ninth trip together.  

 

As we were wandering the...

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SUCCESSFUL PEOPLE GO WHERE IT HURTS

advisor profile purpose Sep 30, 2019

 

I was in my workout class this morning asking myself, “Why do I do this?” 

 

I have a few chronic injuries from my days in the Army that flare up from time to...

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WHAT TICKS YOU OFF?

 

I was trading emails with a long-time advisor friend of mine about purpose, specifically his purpose.   He, like many advisors, is feeling a little unsatisfied in his work. ...

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