I received a surprise call from a team member one day that sent me into a tailspin.  She is a contractor and she logged in to start her day and all of her work was gone.  She...

I love it when a project is done. Finished. Finito.  If you are like me, you get a little buzz off of getting things done and checking things off the list.  Oh, it feels so...

Come close, I have a secret to tell you…we primarily serve White people.  

During this moment of reflection on systemic racism, I can't help but look around and see...

CASE STUDY: the components of a purpose-driven, profitable business.  

There is a reason that people use analogies to communicate.  Sometimes we can see something...

New research from Northwestern Mutual suggests that in the midst of this crisis, people know that their financial plans need work, but most do not plan on going to a financial advisor...

I created a video training about how to optimize your Zoom presence the other day.  I got really good feedback that the video was useful and timely as the world transitions to video...

The world has come to a grinding halt and you have come to the realization that 100 calls a week to your clients is not a sustainable way to communicate with them.    

...

Accountability is such an elusive thing. We try and fail to hold ourselves accountable. We get accountability partners to try to make it work. We hire coaches to hold us accountable. 

...

There is a dangerous trend taking root in the industry and it threatens the future of our practices.  

When I see something that I know isn’t right once, I usually...

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...