I spent the last two weeks at two different conferences catching up with advisors who I hadn’t seen in years.  I ended up having the same conversation over and over.  It went something like this… 

I have never worked from home for any significant period of time. I've always had an office or place of employment. I've always had colleagues and clients to interact with.

I thought that my consulti...

Last week I had the opportunity to do a virtual presentation for the Nor-Cal WIFS group.  Shout out to one of the newest and most dynamic WIFS groups in the country! 

Before the call, I let the...

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...

Have you ever had one of those days…one of those weeks…where the appointments come back-to-back and there just seems no end to it!?  Friday comes and you realize that even though you have half a dozen...

Are you suffering from the Covid-10?  Or maybe you are better than most and it's only the Covid-5 for you!?

You know what I am talking about, right?  The work from home and stress snacking manifes...

Leonardo Da Vinci had a shipping problem.  No, I am not talking about Fedex, I am talking about the ability to finish a project and get it out the door.  Seth Godin coined the term to "Ship It" whi...

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...

The world has come to a grinding halt and you have come to the realization that 100 calls a week to your clients is not a sustainable way to communicate with them.    

You know you should fina...