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 2025 Conference, taking place April 23–24 at Fairmont Hot Springs. The timing couldn’t be more aligned—and the message, more urgent. The world of financial advice has shifted. Founders are carrying
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, Claude, and Perplexity—I’m reminded that not all intelligence is created equal. We often speak of AI as Artificial Intelligence, and there’s no doubt that this technology, when used wisely, can
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 to be. This liminal space can feel daunting and uncertain, but it’s also a time of immense potential. Understanding how to navigate this stage effectively is key to finding clarity
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 patterns that no longer serve you? The mindset you choose shapes how you handle challenges, seize opportunities, and ultimately achieve success. The Power of a Regenerative Mindset A regenerative mindset
Transitions are rarely simple or one-dimensional. They often involve overlapping areas of life that require careful navigation and intentional action. The 6 P’s of transition—Personal, Physical, Psychological, Pandemic/Passing, Professional, and Purpose—are a comprehensive framework for understanding and managing these complexities. While this model is highly relevant to your clients, it’s equally crucial for your own
Financial advisors thrive on focus and productivity, but common self-interruptions can derail even the best plans. These interruptions, often unintentional, can limit your ability to operate efficiently and serve your clients effectively. Are you unintentionally sabotaging your flow, and how can you regain control? What Are Self-Interruptions? Self-interruptions are the small, seemingly harmless actions that
Success is worth celebrating, but it’s not the final destination. As a financial advisor, you guide clients through this balance—but how well do you manage it in your own life and business? Balancing reflection on your achievements with strategic planning for the future ensures both fulfillment and momentum. Why Celebrate Success? Recognizing achievements fosters confidence
As a financial advisor, you help clients prepare for new chapters in their lives—retirement, starting a business, or pursuing a passion project. But what about your own new beginnings? How can you ensure you’re ready to take flight in your professional and personal life? What Does Taking Flight Mean? In transitions, “taking flight” symbolizes stepping
As a financial advisor, your role extends beyond managing investments and crafting financial plans—you often become a guide through the emotional turbulence your clients face during transitions. Whether it’s the excitement and uncertainty of retirement, the loss of a loved one, or the transition to a new career, clients rely on you not just for
The world of financial advising is rife with interruptions—market shifts, client concerns, and industry changes can disrupt your focus and derail your productivity. But maintaining a state of flow is critical for providing consistent value to your clients. What Is Flow? Flow, as described by psychologist Mihaly Csikszentmihalyi, is a state of deep focus and
