My 3 Words for 2023
For the eighth time, I begin the New Year with My 3 Words, chosen to remind, motivate, and guide me on my road to my best year yet.
Can You Ever Have Enough?
There's never enough and more is better. Society tells us this but they are two toxic money myths says Lynne Twist.
You Don’t “Conquer” a Mountain
Mountains are not for conquering. We stand in awe and appreciation for them and they teach us lessons.
RIA Organic Growth is Practically Non-Existent
Net organic growth of RIA firms is quite low (even negative!) when you, by definition, exclude market movement. Here's what the data shows.
Paul McCartney at 80 and the Passing of Time
Paul McCartney is a shining example of living a full life.
Best Books for Financial Advisors to Deepen Your Self-Awareness
This first set of best books for financial advisors focuses on deepening self-awareness, mastery, and personal transformation. The more you know you, the more you can know your clients.
The Rule of 40% for Financial Advisors
Use The Rule of 40% as a guide in determining the optimal mix between growth and profitability of your business.
A 3-Step Plan to Make Difficult Decisions
As a leader, you are called to make difficult decisions. Unfortunately, the right decision to you could be anathema to other stakeholders.
Where’s Your Next Growth Spurt Going to Come From?
What got you here won't get you there. Big decisions arrive at pivot points.
Decoding Your Emotions to Drive Top-Level Performance
Digging into emotions is uncomfortable for many of us. But advisors who are trained in this type of work will add transformational value.