I have never worked from home for any significant period of time. I've always had an office or place of employment. I've always had colleagues and clients to interact with.

I thought that my...

Have you bought into the myth that the Independent RIA business model is inherently superior, more virtuous, than the Dually Registered Broker Dealer model? 

It's easy to...

Most of us were taught to prequalify prospects so that we don't waste our time with people who don't have enough money to hire us.

There are several flaws in that model. 

1. If...

Advisors fall into one of two buckets:

-Those who believe they have all the answers and everyone needs them.

-Those who question their value and recognize their weaknesses.

In my...

Have you ever heard about how they train elephants into submission?

When the elephants are young, they tie them to a stake with a stout rope that the elephant can't break.  The...

Last week I had the opportunity to do a virtual presentation for the Nor-Cal WIFS group.  Shout out to one of the newest and most dynamic WIFS groups in the country!...

As a coach to other financial advisors, I have the opportunity to talk about their financial goals and retirement plans.  What I find is that most of us lack the basic clarity of...

I got an email from a colleague asking me how to find a "Dream Manager."  I recognized the concept of a Dream Manager, but it had been years since I read Matthew Kelly's book.  Since it...

It is easy to villainize product sales in an industry where sales have historically been given more priority than planning and advice.  But, for the most part, it's the tactics not...

The other day, I was listening to a podcast featuring a female advisor talking about the power of planning.  She had written a book and was very enthusiastic about the life-changing benefits...