I love it when a project is done. Finished. Finito.  If you are like me, you get a little buzz off of getting things done and checking things off the list.  Oh, it feels so good! 

The problem i...

A few months ago I had a friend send me an audible book, BECOMING by Michelle Obama.  I am going to speak blaspheme and admit that I wasn't very interested in the book.  First Lady stories are just...

Come close, I have a secret to tell you…we primarily serve White people.  

During this moment of reflection on systemic racism, I can't help but look around and see that our industry is not ref...

Have you had anyone ask you lately about your fees, and either directly or indirectly, ask you if you are "worth it"?   

I have been hearing from advisors that clients are starting to ask more...

We are a couple of months into something no one realistically thought could happen.  No one thought that a virus would spread rampantly through the country, through the world.  And no one thought i...

CASE STUDY: the components of a purpose-driven, profitable business.  

There is a reason that people use analogies to communicate.  Sometimes we can see something more clearly from a distance t...

How many advisors have something on their website that says, "Every plan is customized and tailored to your needs?" 

Let me tell you a secret.  That is code for, "We are making it up as we go a...

Have you ever been hired for advice, delivered a plan, but then hit a brick wall with implementation? 

Many advisors see planning and product implementations as two distinct things and struggle...

New research from Northwestern Mutual suggests that in the midst of this crisis, people know that their financial plans need work, but most do not plan on going to a financial advisor for advice.  ...

I created a video training about how to optimize your Zoom presence the other day.  I got really good feedback that the video was useful and timely as the world transitions to video conferencing.  ...