The more I use AI in my work—from ChatGPT to Otter to automation dashboards—the more I realize something uncanny: These tools don’t just speed us…
FINANCIAL ADVISOR BLOG
After three decades of walking alongside financial advisors and agency founders, I’ve noticed something the industry rarely talks about: burnout isn’t always obvious. It doesn’t…
In 2011, I found myself sharing the spotlight with none other than Mark Carney—then Governor of the Bank of Canada, and now Canada’s 24th Prime…
Laura is always pointing out interesting articles and videos for me to read and watch, and recently I watched Dr. Riley Moynes’ TEDx talk on…
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…
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,…
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…
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…