-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...