The Blog
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...
Besides you and your team, who else knows about your goals? If you didn’t say, “My...
I got referred to a local business owner who was getting ready to sell his company. A client of...
We were leaving the concert as Tim McGraw was finishing up his encore. I could hear the crowd...
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