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...