Advice for Advisors

I found myself sitting in front of my computer for far too long, trying to think of the right...

Recently I had the privilege of attending a business recognition trip to St. Thomas. It was...

My clients came in yesterday for a plan review meeting. We had a lot to cover and an hour to...

Cognitive load is a real problem for most of us.

Think about how many things we expect our brain...

I sat in front of the Zoom camera, ready to hit record. I needed to create a two minute video for...

I met with one of my colleagues last week. The first thing he said when we sat down was...

It was 6:30am on Thursday morning when I finally felt ready for my presentation. I had woken...

I got an email early on a Friday morning from a former client. It had been four years since...

 I was rushing around trying to find the right outfit for work. I must have tried on four...

We all need to stop trying to find a balance between work and home. You think by mastering this...

On Saturday, after an extremely busy work week of client meetings followed by evening events, all...

Did you happen to have an advent calendar as a kid? The kind where you’d open one window...