A long-time client called to schedule some time with me last week.  She was really shy and cryptic about what she wanted to talk about but said it was in relation to her upcoming retirement date.

I spent the last two weeks at two different conferences catching up with advisors who I hadn’t seen in years.  I ended up having the same conversation over and over.  It went something like this… 

There have always been women who can succeed in a man's world and we hold them up as the reason change isn't required.   

They say, "If SHE can succeed, ANYONE can."  But it doesn't come without a...

As we kick off preparations for the 16th Walk for Sudan, I can't help but contemplate the power of belief in your own ability to impact the world.

All of us read/watch the news and see things ever...

Your clients deserve more than just you.  I was reading a profile of a practice in an industry publication recently and my response was visceral.  I just thought…HOW DARE YOU!?

In this profile, an...

The vast majority of us started out working for captive, insurance-focused broker-dealers. They are the only ones who have created robust training programs for new advisors.  They can afford to run th...

One of the beautiful things about Advice-Based Financial Planning is that it's a clear differentiator in a marketplace of product salespeople.   Potential clients and Key Partners can clearly see how ...

Don't let a client/prospect's challenging questions challenge you.  It is very easy to take a client's questions about things you don't agree with as an affront to your value.

Let's imagine your I...

We have a new advisor joining our practice (yay!) and I am rereading the best book ever written for financial advisors, the New Financial Advisor by Nick Murray. I reread the New Financial Advisor eve...

With two new advisors in my practice and questions about prospecting coming from The Intentional Advisor community, I have prospecting on my mind.  

I am going to tell you something that you alrea...