The fear of change, driven by The Unmet Needs Disease keeps you addicted to busyness doing the same things over and over again expecting a…
FINANCIAL ADVISOR BLOG
Monday, July 14th at 1:40pm and powering through writing a PowerPoint and workbook for the workshop that I am delivering on July 16th and Bruce…
There is an expression … you don’t have a secret, the secret has you. Taking it a step further, you don’t have unmet needs, limiting…
Englishman River Shadow on a walk at Craig Bay Shadow Laura…
It’s Saturday morning and I’m confessing that I’m likely going to be working Saturday and Sunday mornings/early afternoons and I’m just taking a moment to…
A client of mine mentioned that MDRT ( Million Dollar Round Table ) Members talk about the issue of the Plateauing Out Syndrome. The Plateauing…
I’m starting to see the answers come in from a Confidential Questionnaire that we sent out in advance of a Private Client Workshop that I…
I grew up in a household that believed in taking care of what matters … I believe I have a fiduciary responsibility to help my…