goal setting

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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