I was at the doctor’s office this week.  I am fortunate to be very healthy, so I am seldom there.  As I went through the process of a thorough check-up, I thought about how...

We hear it from our friends, clients and ourselves…we are so busy.  So, so busy. 

It is a chronic problem in the US. I feel like we are all running around surviving...

-Are you dreaming someone else’s dream? 

-Are you dreaming a dream that already was? 

-Or are you dreaming your own, unique dream? 

When I start working with an...

I spent the day talking about Advice-based Planning to a fantastic group of advisors.  They are all committed to offering advice for a fee to their clients for all the right...

As I sit here in frustration and sadness at the state of the world, I come back to the only thing I know how to do…try to make a positive impact in my tiny corner of the world, in my...

Often times the loudest voice and the most charismatic character in the room wins the day.  But that doesn’t mean they are right… 

I am going to assume...

The world doesn’t need just another financial advisor selling insurance and investments, it needs advisors on a mission to use financial planning as a tool to help change...

I remember back in 2008 when I was studying my CFP® exam, I was surprised by the fact that after the initial planning process, the rest of the client service model was encapsulated...

AND THEN SHE LET GO… One advisor’s journey to ten fee-paying clients in three months! 

I do believe that makes ten.  Ten fee paying clients in three months,...

As financial advisors we have the ability to see the potential in just about everyone.  Clients come to us with goals and dreams and we become the stewards of their vision....