I think back to Basic Training on the firing range and I distinctly remember the announcement to  

"Turn your selector switch from SAFE to SEMI and watch your lane." 

Sometimes it echoes in my...

A few months ago I had a friend send me an audible book, BECOMING by Michelle Obama.  I am going to speak blaspheme and admit that I wasn't very interested in the book.  First Lady stories are just...

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 that our industry is not ref...

We are a couple of months into something no one realistically thought could happen.  No one thought that a virus would spread rampantly through the country, through the world.  And no one thought i...

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 more clearly from a distance t...

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 for advice.  ...

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 conferencing.  ...

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...

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...