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...

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...

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...

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!?

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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...

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...

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...

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...

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...

Are you a People Pleaser?  If you are, it will get in the way of you being an effective financial advisor.

Let’s start with what a People Pleaser is, lest we be unclear.  A...