My 3 Words for 2016
My 3 words that will guide my actions in the year ahead. I picked up this idea of “My 3 Words from Chris Brogan.
My 3 Words for 2015
What 3 words could you come up with that would set the course, give you direction, and totally excite you for 2016? An idea from Chris Brogan.
Succession planning case study with an industry legend
Tim Kochis is a legendary wealth advisor who co-founded Kochis Fitz, a multi-billion dollar RIA firm, and guided it through a merger to create Aspiriant, one of the country’s leading wealth managers
Should you evolve to a financial life advisor?
Advisors can provide real value by facilitating a discussion about a client’s values and life priorities, but you have to have a process and tools.
“Why Do I Stand Up Here?” Lessons From Dead Poets Society
An iconic scene from Dead Poets Society provides advisors with three important lessons for their personal and professional development.
If you had no fear, would you…
IF YOU HAD NO FEAR, WOULD YOU be running your [...]