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 think I am going to: 

-Stop using their...

"You are making promises.  You have a duty to survive." -Tom S.  

I am not sure I have ever heard it said so succinctly.  You make clients promises every time they hire you.  You have a respon...

HOW TO BUST A BAD MOOD SO YOU CAN GET BACK TO WORK 

Do you ever have one of those days?  One of those days where you wake up on the wrong side of the bed, lose your keys, run late for your appoin...

I just got back from the WIFS National Conference in Louisville, KY.  #SoValuable!    

There was a lot of talk from the stage and in the side conversations about bringing gender equality to the in...

There are three types of advisors when it comes to the conversation about building a purpose-driven practice. 

-Those that get it. 

-Those who don’t care. 

-And those who get it, but don’t kn...

I took a vacation, a REAL vacation, to the South of France.  Every year I travel with two other women and this was our ninth trip together.  

As we were wandering the streets of old Antibes w...

I was in my workout class this morning asking myself, “Why do I do this?” 

I have a few chronic injuries from my days in the Army that flare up from time to time.  Right now, after two weeks o...

I was trading emails with a long-time advisor friend of mine about purpose, specifically his purpose.   He, like many advisors, is feeling a little unsatisfied in his work.  He knows he needs to fi...

I have been told by many advisors that they were attracted to #TheIntentionalAdvisor initially because of the work/life balance I described in my presentations.  

It was all true.  Emphasis on...

When I hear someone talking about wanting to help me “close”, “overcome objections” or “disturb”, I know they are not MY people. 

Salesmen do those things, but professionals don’t. 

You m...