FINANCIAL ADVISOR BLOG

Financial Advisor Blog

How can the US Military Mindfulness Practices Improve Your Financial Advisor Practice?
A recent survey found 71% of financial advisors said they experience moderate or high negative stress. There is a strong connection between negative stress and
September 11, 2019
Will You Join Us for the Next Adventure in Our Journey?
Welcome back to my regular weekly blog schedule! Exciting news! We’re changing our blog format to a vlog. We have lots more exciting news to
September 4, 2019

Financial Advisor Blog

Laura Reilly’s Top 40 Travel Tips For Victoria, Vancouver Island and Vancouver
Our NAIFA Iowa friend and client Steve Dewey e-mailed and asked us what to see in and around Victoria, Vancouver Island and Vancouver. Given that
July 12, 2019

Financial Advisor Blog

The Number One Best Practice To Reduce Financial Advisor Stress
This title reminds me of a book title by Terrence Real: “I Don’t Want To Talk About It.” The World Health Organization has identified stress
June 18, 2019

Financial Advisor Blog

The Mindful Financial Advisor
Is workplace stress or anxiety impacting your ability to concentrate, make good decisions, or to give your best self to your clients? You may be
May 17, 2019