Have you ever seen those memes that say, "Tell me you are old without saying your age." and you are supposed to mention something that young people would never understand.  


Something like, "I used to ...

My visions used to scare my husband.  Don’t worry, it's not as bad as it sounds!

Early in our relationship, I would tell him about audacious things I would like to do in my business.  Things that ...

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...

-Are you dreaming someone else’s dream? 

-Are you dreaming a dream that already was? 

-Or are you dreaming your own, unique dream? 

When I start working with an advisor or a group of advisor...

As financial advisors we have the ability to see the potential in just about everyone.  Clients come to us with goals and dreams and we become the stewards of their vision. 

We can see clearly...

Sometimes someone will tell me that they want to be like me when they grow up. 

That is a very humbling thing to hear. 

I have to fight the urge to deflect the compliment and say…”Oh, no,...

It is easy to fall into a habit of saying, out loud or in our heads, ”Nothing is going to change, because this is how they have always been!” 

If you see someone as they have always been, you ...

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...

I believe this in my soul. I have countless examples of things that I didn't know HOW I was going to accomplish, coming together in unfathomable ways. 

I decided that I wanted to donate $20...