I was in my workout class this morning asking myself, “Why do I do this?” 

I have a few chronic injuries from my days in the Army that flare up from time to time.  Right now, after two weeks o...

I was trading emails with a long-time advisor friend of mine about purpose, specifically his purpose.   He, like many advisors, is feeling a little unsatisfied in his work.  He knows he needs to fi...

I have been told by many advisors that they were attracted to #TheIntentionalAdvisor initially because of the work/life balance I described in my presentations.  

It was all true.  Emphasis on...

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...

We hear it from our friends, clients and ourselves…we are so busy.  So, so busy. 

It is a chronic problem in the US. I feel like we are all running around surviving what we are doing with one...

As I sit here in frustration and sadness at the state of the world, I come back to the only thing I know how to do…try to make a positive impact in my tiny corner of the world, in my little area of...

Often times the loudest voice and the most charismatic character in the room wins the day.  But that doesn’t mean they are right… 

I am going to assume that you have encountered Dave Ramsey de...

Branding is one of the keys to developing a client experience. The experience you deliver begins with your website and social media pages. It continues into your office space and your email comm...

I have written about this before, but it came up as an important talk at a recent event in Florida.  
 

An advisor attending the event recognized the need for a full client service model makeover f...