Advice for Advisors

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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Mrs. Big May 04, 2022

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

It began twenty years ago. Linda...

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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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