A few months ago I had a friend send me an audible book, BECOMING by Michelle Obama.  I am going to speak blaspheme and admit that I wasn't very interested in the book.  First Lady...

Come close, I have a secret to tell you…we primarily serve White people.  

During this moment of reflection on systemic racism, I can't help but look around and see...

Have you had anyone ask you lately about your fees, and either directly or indirectly, ask you if you are "worth it"?   

I have been hearing from advisors that...

We are a couple of months into something no one realistically thought could happen.  No one thought that a virus would spread rampantly through the country, through the world.  And...

CASE STUDY: the components of a purpose-driven, profitable business.  

There is a reason that people use analogies to communicate.  Sometimes we can see something...

How many advisors have something on their website that says, "Every plan is customized and tailored to your needs?" 

Let me tell you a secret.  That is code for, "We...

Have you ever been hired for advice, delivered a plan, but then hit a brick wall with implementation? 

Many advisors see planning and product implementations as two distinct...

New research from Northwestern Mutual suggests that in the midst of this crisis, people know that their financial plans need work, but most do not plan on going to a financial advisor...

I created a video training about how to optimize your Zoom presence the other day.  I got really good feedback that the video was useful and timely as the world transitions to video...

The world has come to a grinding halt and you have come to the realization that 100 calls a week to your clients is not a sustainable way to communicate with them.    

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