When everything hit the fan a couple of weeks ago, I knew I needed to unplug from my phone and switch my focus for a while.  I turned, as I often do, to my bookshelf.   

I picked up one that ha...

Do you ever get frustrated that your client won’t… 

-share all of their information? 

-pay a renewal fee? 

-come in for their meetings? 

So often, your client is a reflection of you.  They a...

Are you considering bringing on a junior advisor or partnering with other advisors? 

It’s a hot topic these days.  I have been contacted at least 4 times in the last month by advisors wanting t...

I sat down with a cup of coffee and my journal and I wrote across the top of the page, “If not now, when?” 

I was thinking about all the areas where I have lacked discipline and have yet to co...

I was writing in my journal this morning.  Yes, I journal.  I’m THAT person! I was inventorying how things are going. What am I getting right?  Where am I falling short in my habits?

See the th...

In the modern world, redundancy gets a bad rap.  The fear is that if you are redundant, you are expendable.  It has become a euphemism for “about to be laid-off.” 

As a business owner, as an In...

The thing about goals is that they can seem like a never-ending hamster wheel.  
  
Many of us who are good at checking off lists of goals know that there is very little satisfaction in it because as...

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 your appoin...

I just got back from the WIFS National Conference in Louisville, KY.  #SoValuable!    

There was a lot of talk from the stage and in the side conversations about bringing gender equality to the in...

When I hear someone talking about wanting to help me “close”, “overcome objections” or “disturb”, I know they are not MY people. 

Salesmen do those things, but professionals don’t. 

You m...