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 People Pleaser is someo...

I was reading an email from the Daily Stoic’s Stoicism 101 course this morning and I realized that the Stoic recipe for happiness is also the perfect recipe for success in the early years of one’s bus...

As the world shut down back in March of 2020 we did an office pool around how many weeks or months the lockdown would continue.  I don’t remember the exact numbers, but the longest, most pessimistic v...

How can you tell a newbie from a veteran?  They never stop talking. 

Newer advisors think that they have to have all the answers and they think that they need to show that by burying their prospe...

Last Monday was National Quitter's Day.  How did you do?  Did you do what the vast majority of Americans do and give up on your New Year's Resolutions?  

If you are anything like me, and most everybody...

It's been the driest winter anyone can remember. Halloween came with no snow. We all thought that surely by Thanksgiving we would get some. A flurry, but it didn't even stick. Then came Christmas…noth...

I used to be hardcore. I did. When I was in the Army, I maxed out the PT (physical training) tests and did 12-mile ruck marches in full battle rattle. I repelled out of helicopters and fast-roped off ...

Last week we tackled the Fear of Failure and wrestled it into submission with premeditatio malorum.  This means meditating on what can go wrong in advance to defuse the emotional hold on us. 

This...

Despite the fact that I think financial advising is a calling that can change lives, I don’t recommend it to anyone.  Ever.  Because it is bone-jarringly hard to get started.  

But if someone come...

We live in a world of “independent” financial advisors, but the truth is that very few actually start out that way.  How could they?  Virtually everyone starts out as either a captive advisor or as pa...