Advice for Advisors
Picture the scene: You’ve just had your best year ever in your business. Tonight you are being honor...
I got the email confirming that my clients had sold their medical practice and the proceeds were
...
I was a keynote speaker last week at a virtual conference. The focus was on encouraging more people ...
I recently returned from a trip to Toronto where I attended a quarterly coaching session for entrepr...
Dottie and June were sisters, had never married, and were still living in the house they grew up in ...
Besides you and your team, who else knows about your goals? If you didn’t say, “My spouse and ki
...
I got referred to a local business owner who was getting ready to sell his company. A client of mine...
We were leaving the concert as Tim McGraw was finishing up his encore. I could hear the crowd singin...
Her name was Linda, and she scared the hell out of me.Â
It began twenty years ago. Linda showed up ...
I was in my second year as a financial advisor. The first year was hard, but I had done well enough ...
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