When everything hit the fan a couple of weeks ago, I knew I needed to unplug from my phone and switch my focus for a while.  I turned, as I often do, to my...

Accountability is such an elusive thing. We try and fail to hold ourselves accountable. We get accountability partners to try to make it work. We hire coaches to hold us accountable. 

...

Do you ever get frustrated that your client won’t… 

-share all of their information? 

-pay a renewal fee? 

-come in for their meetings? 

So often,...

Are you considering bringing on a junior advisor or partnering with other advisors? 

It’s a hot topic these days.  I have been contacted at least 4 times in the last...

I sat down with a cup of coffee and my journal and I wrote across the top of the page, “If not now, when?” 

I was thinking about all the areas where I have lacked...

I was writing in my journal this morning.  Yes, I journal.  I’m THAT person! I was inventorying how things are going. What am I getting right?  Where am I falling short...

There is a dangerous trend taking root in the industry and it threatens the future of our practices.  

When I see something that I know isn’t right once, I usually...

In the modern world, redundancy gets a bad rap.  The fear is that if you are redundant, you are expendable.  It has become a euphemism for “about to be laid-off.”...

The thing about goals is that they can seem like a never-ending hamster wheel. 
 
Many of us who are good at checking off lists of goals know that there is very little satisfaction...

I keep having different iterations of a similar conversation with advisors. It goes something like this… 

My Broker Dealer is really holding me back. I...