The Blog

Divide by Ten Dec 01, 2022

At the end of the year, I had a wrap-up meeting with the financial advisors I coach. Each of them...

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Feedback is a Gift Nov 16, 2022

“Feedback is a gift.” That’s what I learned from a coach I worked with many...

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Give Them Hope Nov 01, 2022

When I was a brand-new financial advisor, I got paid twice a month with a paper check. I...

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What’s Your Walk-Out Jam? Oct 21, 2022

Picture the scene: You’ve just had your best year ever in your business. Tonight you are...

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Uncoachable Sep 15, 2022

I have been a financial advisor for twenty-five years. I also coach financial advisors....

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Buy the Damn Truck Sep 01, 2022

I got the email confirming that my clients had sold their medical practice and the proceeds...

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The Problem with Confidence Aug 17, 2022

I was a keynote speaker last week at a virtual conference. The focus was on encouraging more...

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Turn Down For What? Aug 11, 2022

I recently returned from a trip to Toronto where I attended a quarterly coaching session for...

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Apparently Girls Drink Tea Aug 01, 2022

Dottie and June were sisters, had never married, and were still living in the house they grew up...

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Everybody Gets Cake Jul 31, 2022

Besides you and your team, who else knows about your goals? If you didn’t say, “My...

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Would I Invite Him to a Concert? Jul 13, 2022

I got referred to a local business owner who was getting ready to sell his company. A client of...

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I Like It, I Love It Jun 06, 2022

We were leaving the concert as Tim McGraw was finishing up his encore. I could hear the crowd...

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