FINANCIAL ADVISOR BLOG
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Alive Or Buried Alive By The DOL Fiduciary Rule?
Alive Or Buried Alive? An excerpt of an e-mail that I sent to a client last November about how to deal with their negative emotions and beliefs.
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What’s Wrong with the Millennial Workforce?
It’s not what’s wrong with the Millennial Workforce, it’s what’s right. Contrary to the judgments of a lot of Baby-boomers, Generation X & Y, Millennials are not sick.
DOL Fee-Based Sacred Space
I highly recommend that you create sacred space, first thing in the morning for 20 minutes, and halfway through the day to do the following exercise, away from the rigors of change, the DOL, or switching to Fee-Based.
What’s Your NEWS? What Are Your Tidings? What Are You Mushrooming?
Are you unconsciously and unnecessarily mushrooming published negative NEWS yet again on social media? Have you ever stopped to consider why?
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What Was Our First Answer To; What Did We Accomplish In 2017?
Part of our pre-planning process for the year includes Laura and I pre-answering the following questions and then getting together to share our answers.