As the world shut down back in March of 2020 we did an office pool around how many weeks or months the lockdown would continue.  I don’t remember the exact numbers, but the longest, most pessimistic v...

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 experience, ...

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 elephant learns ...

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 was still on m...

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 product that ar...

My husband loves mid-century modern…everything!  This could have devolved into a relationship issue for us, as my house was decorated in Victorian style.   However, I quickly recognized that he had be...

Raise your hand if you love to learn!  Raise your hand if you love to read!  Raise your hand if you are always on the lookout for the next great personal development/business guru! 

My friend, you...

Why did you become a financial advisor?

I was at a pivot point in my life.  I was a mortgage broker looking for more meaningful work.  I had applied to law school and was awaiting word on whether ...

As this year wraps up, I can't help but think…I'm so glad 2020 is almost over.  Come on 2021, be a better year!  Be the come back year for all of us!  It is so easy to push 2020 away and reject its le...

My visions used to scare my husband.  Don’t worry, it's not as bad as it sounds!

Early in our relationship, I would tell him about audacious things I would like to do in my business.  Things that ...