Colleen, our Practice Manager, has struggled for months managing her 1st Grader's online school and her very demanding job.  She had a complex network of help.  This day was dad, that day was the gran...

In his book, The Checklist Manifesto, Atul Gawande talks about the collective vision we have of our professional heroes.  We herald the dare-devil test pilot and the intrepid astronaut risking thei...

Have you ever experienced that sense of foreboding that comes from someone entering your office, closing the door behind them with a stricken look on their face?

There is that moment when you real...

I received a surprise call from a team member one day that sent me into a tailspin.  She is a contractor and she logged in to start her day and all of her work was gone.  She asked, "Have I been fi...

Accountability is such an elusive thing.  We try and fail to hold ourselves accountable.  We get accountability partners to try to make it work.  We hire coaches to hold us accountable. 

I hav...

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...

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 siren call of change has within it the promise of new beginnings. The problem is that you bring yourself with you! 

There is a story you are telling right now that you believe will improve...

Spring usually means renewal and growth - and for my financial planning practice, that is certainly the case.  

This spring, we carved out time for our Planning Week, something we have determi...