Advice for Advisors
On New Year’s Day, I opened up a new box of colored pencils. I listened to the sharpener...
I was interviewing for the position of financial advisor. It was 1996. I was excited as well as...
“I think you need a daily meditation practice.” This was the advice my friend Jeff...
At the end of the year, I had a wrap-up meeting with the financial advisors I coach. Each of them...
“Feedback is a gift.” That’s what I learned from a coach I worked with many...
When I was a brand-new financial advisor, I got paid twice a month with a paper check. I...
Picture the scene: You’ve just had your best year ever in your business. Tonight you are...
I have been a financial advisor for twenty-five years. I also coach financial advisors....
I got the email confirming that my clients had sold their medical practice and the proceeds...
I was a keynote speaker last week at a virtual conference. The focus was on encouraging more...
I recently returned from a trip to Toronto where I attended a quarterly coaching session for...
Dottie and June were sisters, had never married, and were still living in the house they grew up...
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