“You are the best motivational speaker that I have ever heard” said one participant at the end of the private client workshop that I completed…
Hiring without a written plan and job description is like sex before marriage. The written plan and job description are the marriage certificate and the…
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…
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…
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…