ARE YOU DREAMING SOMEONE ELSE'S DREAM?

service vision Jul 22, 2019

 

-Are you dreaming someone else’s dream? 

-Are you dreaming a dream that already was? 

-Or are you dreaming your own, unique dream? 

 

When I start working with an...

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ARE YOU MAKING IT DIFFICULT TO HIRE YOU?

 

I spent the day talking about Advice-based Planning to a fantastic group of advisors.  They are all committed to offering advice for a fee to their clients for all the right...

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IT'S BEEN DONE BEFORE, BUT NOT BY YOU!

 

The world doesn’t need just another financial advisor selling insurance and investments, it needs advisors on a mission to use financial planning as a tool to help change...

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MONEY IS JUST THE EVIDENCE OF YOUR IMPACT!

 
Money.  Money!  Money?
 
 
Is there a topic more fraught with emotion than money!?
 
 
I want to talk about it not as an advisor talking with clients, but as an...
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FIND FREEDOM IN THE WORK

 

“What am I doing?” 
“Why do I even bother?” 
“It’s not working!” 

  

Do things like this ever cross your mind? Or more likely...

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DO YOU SEE PEOPLE AS THEY ARE, OR WHO THEY CAN BECOME?

leadership service vision Oct 01, 2018

 

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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YOU CAN'T OUTSOURCE VISION

purpose service vision Aug 27, 2018

 

I have written about this before, but it came up as an important talk at a recent event in Florida.  
 

An advisor attending the event recognized the need for a full client...

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