Advice for Advisors

Truly Assessing Risk Feb 24, 2023

A couple of years ago, a local Air Force Base hosted an air show. Our friends-- big aviation...

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That's So Fetch Feb 12, 2023

My son Charlie sent me a text letting me know about an exciting thing that happened to him at...

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The Year Ahead Jan 25, 2023

On New Year’s Day, I opened up a new box of colored pencils. I listened to the sharpener...

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No Plan B Jan 11, 2023

I was interviewing for the position of financial advisor. It was 1996. I was excited as well as...

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I Am Not the Kind of Person Who Does That Jan 03, 2023

“I think you need a daily meditation practice.” This was the advice my friend Jeff...

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Divide by Ten Dec 01, 2022

At the end of the year, I had a wrap-up meeting with the financial advisors I coach. Each of them...

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Feedback is a Gift Nov 16, 2022

“Feedback is a gift.” That’s what I learned from a coach I worked with many...

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Give Them Hope Nov 01, 2022

When I was a brand-new financial advisor, I got paid twice a month with a paper check. I...

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What’s Your Walk-Out Jam? Oct 21, 2022

Picture the scene: You’ve just had your best year ever in your business. Tonight you are...

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Uncoachable Sep 15, 2022

I have been a financial advisor for twenty-five years. I also coach financial advisors....

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Buy the Damn Truck Sep 01, 2022

I got the email confirming that my clients had sold their medical practice and the proceeds...

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The Problem with Confidence Aug 17, 2022

I was a keynote speaker last week at a virtual conference. The focus was on encouraging more...

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