Advice for Advisors

Not the Key to Your Success Jun 06, 2024

Recently I had the privilege of attending a business recognition trip to St. Thomas. It was...

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Be Smart About The Details Mar 05, 2024

My clients came in yesterday for a plan review meeting. We had a lot to cover and an hour to...

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Give Your Brain a Break Feb 09, 2024

Cognitive load is a real problem for most of us.

Think about how many things we expect our brain...

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Perfection is Not the Goal Jan 10, 2024

I sat in front of the Zoom camera, ready to hit record. I needed to create a two minute video for...

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Break Apart and Reassemble Oct 23, 2023

I met with one of my colleagues last week. The first thing he said when we sat down was...

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More Than a Safety Pin Sep 11, 2023

It was 6:30am on Thursday morning when I finally felt ready for my presentation. I had woken...

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Not Too Late and Not About You Jul 27, 2023

I got an email early on a Friday morning from a former client. It had been four years since...

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Check Yourself Jun 02, 2023

 I was rushing around trying to find the right outfit for work. I must have tried on four...

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The Integration Sweet Spot May 17, 2023

We all need to stop trying to find a balance between work and home. You think by mastering this...

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It's Okay to Stop Apr 30, 2023

On Saturday, after an extremely busy work week of client meetings followed by evening events, all...

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Counting Up & Counting Down Mar 16, 2023

Did you happen to have an advent calendar as a kid? The kind where you’d open one window...

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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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