-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...
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...
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...
“What am I doing?”
“Why do I even bother?”
“It’s not working!”
Do things like this ever cross your mind? Or more likely...
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...
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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