FINANCIAL ADVISOR BLOG
Why This is the Year for #NAIFA Members to Lead With Purpose and Precision
More than a decade after delivering the keynote at the 2014 NAIFA Montana State Conference, I’m honored to return as a featured speaker at the
Are You Aware Of The Most Important Trend In AI?
As I reflect on my AI journey over the past year or so—both with my clients and in my own work with tools like ChatGPT,
How Do You Navigate the Awkward Middle to Find New Beginnings?
The “awkward middle” of transition is where growth happens. It’s the phase where you’re no longer where you were, but not yet where you want
Is Your Mindset Regenerative or Regressive During Change?
Your mindset influences every aspect of your life and business. Are you cultivating a regenerative approach that fosters growth, or are you holding on to
What Are the 6 P’s of Transition—And How Do They Apply to You?
Transitions are rarely simple or one-dimensional. They often involve overlapping areas of life that require careful navigation and intentional action. The 6 P’s of transition—Personal,
Brand New Webinar From Simon Reilly…
Simply enter your info below for free, instant access to my new webinar that will reveal how to Eliminate Stress, Create More Time, Increase Productivity, and Position Your Advisor Business for a Smooth Succession Using The 5 Advisor Superpowers.