HEALTH IS THE NEW WEALTH


I used to be hardcore.
I did. When I was in the Army, I maxed out the PT (physical training) tests and did 12-mile ruck marches in full battle rattle. I repelled out of helicopters and fast-roped...

Continue Reading...

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...

Continue Reading...

VALUE IS GOOD FOR THE BOTTOM-LINE

Tell me you are NOT an Intentional Advisor without telling me you aren’t an Intentional Advisor.

 

Here are the exact words of an advisor on an advisor-only forum asking how to be as...

Continue Reading...

BREAK THE FACADE

Were you taught, like I was, to put up a wall of professionalism between you and your client? Were you taught to try to look smart and stay in control? To keep your personal foibles out of the...

Continue Reading...

SHOW UP PREPARED TO BE NO PLACE ELSE

"Wait, hang on, I can't get on the Zoom cuz I'm on my phone, not my computer. You see, I am on my way to… But I thought we could talk while I drive, but I can't get the link to work." 

...
Continue Reading...
Close

50% Complete

Two Step

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.