PURPOSE-DRIVEN PROSPERITY
A long-time client called to schedule some time with me last week. She was really shy and cryptic about what she wanted to talk about but said it was in relation to her upcoming retirement...
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...
DISASTER IN THE MAKING
Your clients deserve more than just you. I was reading a profile of a practice in an industry publication recently and my response was visceral. I just thought…HOW DARE YOU!?
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FEAR AND THE FINANCIAL ADVISOR - PART II
Last week we tackled the Fear of Failure and wrestled it into submission with premeditatio malorum. This means meditating on what can go wrong in advance to defuse the emotional hold on...
TURN PROSPECTING INTO PROSELYTIZING
I just finished up a call with an LTC specialist. At the beginning of the call, we determined that I was not in her territory. She then proceeded to spend over an hour with me. She updated me on...
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