FORGIVE YOURSELF FOR THINGS YET TO BE DONE

advisor profile process Feb 18, 2019
 
With the dawn of the new year, I have had the opportunity to circle back and talk with advisors who I coached one-on-one. I have heard this sentiment several times now:
 
 
I am...
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TAKING YOUR NEXT STEP

 

I just had the cutest conversation ever about the TIA Purpose Planner!  

 

I was at hosting a networking group and two of the women were off in the corner deep in...

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MONEY IS JUST THE EVIDENCE OF YOUR IMPACT!

 
Money.  Money!  Money?
 
 
Is there a topic more fraught with emotion than money!?
 
 
I want to talk about it not as an advisor talking with clients, but as an...
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A BUSINESS CASE FOR MORE HUMANITY

 
 
Over the holiday, I have been reading Blink by Malcolm Gladwell.  I am a big Gladwell fan!  If you haven't already, pick up any of his books.  He tells stories in a way...
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EMBRACE THE MYSTERIOUS PROCESS OF MASTERY

implementation process Nov 26, 2018

 

Mastery is “the mysterious process during which what is at first difficult becomes progressively easier and more pleasurable through practice.” 

  

-George Leonard...

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ARE YOU COUNTING YOUR WINS?

goals habits mindset Nov 19, 2018

 

“Winning is a habit.”  

-George Leonard 

  

Winning is a habit and so is losing. I think this is true. Haven’t we all known people who just seem to...

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KNOW WHERE YOU STAND BEFORE YOU BRAND

advisor profile purpose Nov 12, 2018

 

 

Branding is one of the keys to developing a client experience. The experience you deliver begins with your website and social media pages. It continues into your office space and...

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DO YOU HAVE A SELF-HEALING PROCESS?

 

Let’s start with what a self-healing process is. Since I made it up, I get to define it, yay! 

  

A self-healing process is one that finds and fills its own gaps over...

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FIND FREEDOM IN THE WORK

 

“What am I doing?” 
“Why do I even bother?” 
“It’s not working!” 

  

Do things like this ever cross your mind? Or more likely...

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READY TO MAKE A CHANGE? HANG ON - CONSIDER THIS

management mindset Oct 15, 2018

 

The siren call of change has within it the promise of new beginnings. The problem is that you bring yourself with you! 

  

There is a story you are telling right now that you...

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