Advice for Advisors
We all need to stop trying to find a balance between work and home. You think by mastering this so-c...
On Saturday, after an extremely busy work week of client meetings followed by evening events, all I ...
Did you happen to have an advent calendar as a kid? The kind where you’d open one window each day, k...
A couple of years ago, a local Air Force Base hosted an air show. Our friends-- big aviation fans-- ...
My son Charlie sent me a text letting me know about an exciting thing that happened to him at work t...
On New Year’s Day, I opened up a new box of colored pencils. I listened to the sharpener grinding th...
I was interviewing for the position of financial advisor. It was 1996. I was excited as well as nerv...
“I think you need a daily meditation practice.” This was the advice my friend Jeff gave me four
...
At the end of the year, I had a wrap-up meeting with the financial advisors I coach. Each of them is...
“Feedback is a gift.” That’s what I learned from a coach I worked with many years ago. And to put th...
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 being honor...
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