Advice for Advisors
A couple of years ago, a local Air Force Base hosted an air show. Our friends-- big aviation...
My son Charlie sent me a text letting me know about an exciting thing that happened to him at...
On New Year’s Day, I opened up a new box of colored pencils. I listened to the sharpener...
I was interviewing for the position of financial advisor. It was 1996. I was excited as well as...
“I think you need a daily meditation practice.” This was the advice my friend Jeff...
At the end of the year, I had a wrap-up meeting with the financial advisors I coach. Each of them...
“Feedback is a gift.” That’s what I learned from a coach I worked with many...
When I was a brand-new financial advisor, I got paid twice a month with a paper check. I...
Picture the scene: You’ve just had your best year ever in your business. Tonight you are...
I have been a financial advisor for twenty-five years. I also coach financial advisors....
I got the email confirming that my clients had sold their medical practice and the proceeds...
I was a keynote speaker last week at a virtual conference. The focus was on encouraging more...
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