goal setting

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Introducing “Actionable Intelligence,” my new podcast for Barron’s Advisor.

Subscribe and listen to my new podcast that I'm hosting for Barron's Advisor.

2021-03-15T14:55:30-05:00By |Barron's Podcast, Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on Introducing “Actionable Intelligence,” my new podcast for Barron’s Advisor.

More Money or More Time?

What’s more important: having a billion dollars with little time left or having a million dollars with 31 years left?

2020-12-09T12:32:46-06:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on More Money or More Time?

Revel in the Pursuit of Mastery

The highest AUM financial advisors I've worked with are in pursuit of mastery and they revel in it. This is what mastery means to me.

2020-12-07T12:16:30-06:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on Revel in the Pursuit of Mastery

Random Parts vs. Integrated System

Approaching your business or life from a system framework is the only way to ensure you’ll get an optimal result.

2021-03-28T15:39:35-05:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on Random Parts vs. Integrated System

New Shore or New Eyes?

Using the dual lens of "new shore or new eyes" will help you make better decisions.

2020-11-27T06:05:48-06:00By |Blog-Podcast, Growing, Managing, Planning, Practice Management|Comments Off on New Shore or New Eyes?

Tiger Woods Shoots a 10 on a Par 3

Tiger Woods is arguably the greatest golfer of all time. Yet it’s not just because of how well he hits a golf ball. It’s also because of how he thinks.

2020-11-16T14:52:34-06:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Tiger Woods Shoots a 10 on a Par 3

Fire Up the Leader Within

We continue to need leaders at all levels of society to step up and be the light that illuminates the path forward. That includes you as a financial advisor.

2020-10-27T09:40:06-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Fire Up the Leader Within

Crisis-Proof Your Practice by Doubling-Down on Your Client Experience

By doubling-down on your client experience you can support clients as they’re feeling vulnerable and underscore your value.

2020-04-02T10:03:26-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Crisis-Proof Your Practice by Doubling-Down on Your Client Experience

Finding Your Voice

These 3 steps will help you zero in on what makes you, you: your unique, personal voice