Advice for Advisors

Everybody Gets Cake Jul 31, 2022

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

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...

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...

Mrs. Big May 04, 2022

Her name was Linda, and she scared the hell out of me.

It began twenty years ago. Linda...

This Was Not the Plan Jan 07, 2022

I was in my second year as a financial advisor. The first year was hard, but I had done well...

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