"You are making promises.  You have a duty to survive." -Tom S.  

I am not sure I have ever heard it said so succinctly.  You make clients promises every time they hire you.  You have a respon...

My husband sent me this post from Instagram.  Of course I laughed and then I thought to myself, how sad is this? 

It is totally true! 

School teaches us so many things, but it doesn’t tea...

I was at the doctor’s office this week.  I am fortunate to be very healthy, so I am seldom there.  As I went through the process of a thorough check-up, I thought about how many things we could lea...

I spent the day talking about Advice-based Planning to a fantastic group of advisors.  They are all committed to offering advice for a fee to their clients for all the right reasons.  Some in the g...

I remember back in 2008 when I was studying my CFP® exam, I was surprised by the fact that after the initial planning process, the rest of the client service model was encapsulated neatly in one wo...

AND THEN SHE LET GO… One advisor’s journey to ten fee-paying clients in three months! 

I do believe that makes ten.  Ten fee paying clients in three months, with ease and flow. 

Those are...

As financial advisors we have the ability to see the potential in just about everyone.  Clients come to us with goals and dreams and we become the stewards of their vision. 

We can see clearly...

The industry is struggling with a conundrum…what to do with the Millennials?  And we want to make it really complicated. 

Supposedly Millennials want… 

-Tech 

-Instant access 

-Low-cost ev...

Friends, we need to have a talk about the importance of honesty.   I was sitting in a recent conference and listening to a presenter teach the ole 95/5 conversation to ask for referrals. 

It g...

Let’s start with what a self-healing process is. Since I made it up, I get to define it, yay! 

A self-healing process is one that finds and fills its own gaps over time. Nothing has to be trac...