Teaching philanthropy and generosity is great, but isn't it just as important to teach our girls to GET PAID!? 

Let me give you a little back story… 

We have been supporting the Walk for Sud...

Tell me you are NOT an Intentional Advisor without telling me you aren’t an Intentional Advisor.

Here are the exact words of an advisor on an advisor-only forum asking how to be as ungenerous as p...

Were you taught, like I was, to put up a wall of professionalism between you and your client? Were you taught to try to look smart and stay in control? To keep your personal foibles out of the relatio...

"Wait, hang on, I can't get on the Zoom cuz I'm on my phone, not my computer. You see, I am on my way to… But I thought we could talk while I drive, but I can't get the link to work." 

How often d...

I just finished up a call with an LTC specialist. At the beginning of the call, we determined that I was not in her territory. She then proceeded to spend over an hour with me. She updated me on the l...

As a small business owner, do you ever struggle with the idea that you are a leader?  Most advisors start focused on the client work, and as they become more successful, their practice evolves and exp...

I have been approached by several new advisors recently asking me how to get started with Advice-based Financial Planning. 

I realize that many new advisors struggle with the same questions. Rathe...

I want to let you in on a little secret…nobody knows what we do! They think they know, based on whatever narrow experience they have had with "advisors" in the industry. But they don't. 

MANY peop...

I remember that for years my goal was to have $10k of recurring revenue per month. That was my definition of financial freedom! I could meet all my business and personal obligations, and the rest was ...

Ryan Holiday wrote a blog about protecting the "old way".  We have instincts to preserve the way it was, and those can be healthy, but they can also be dysfunctional. 

It is likely the old way inc...