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…
“You cannot do a change too soon, for you never know how soon it will be too late.” I’m starting with the man in the…
What will allow the second half of the year to triumph? There are many financial advisors that are full of belief, drive and success but…