September 13, 2021
Optimism Bias is the technical term for the human tendency to underestimate that problems and challenges will crop up. Planning Fallacy is its first cousin–the […]
September 18, 2017
Someone asked me recently what I do. For the sake of simplicity, I said that I work with people so they can learn to focus on […]
May 9, 2017
Most people in financial services say that friends shouldn’t do business with friends. That being said, there are some undeniable reasons your friends might just be […]
May 5, 2017
Three-piece suits, pocket squares, and watches on gold chains may be coming back into fashion, but that doesn’t mean the men wearing them can automatically be […]
May 3, 2017
We were all taught how to get referrals, and yet for many advisors it’s still a struggle. If you aren’t raising the number of referrals you […]
April 28, 2017
The world of the financial advisor is changing and with some of the changes, I am hearing that it’s a lot easier to focus on existing […]
April 27, 2017
In my extensive work as a life coach, I have observed that humility is a terribly underrated virtue. Even if you look up articles about it, […]
April 25, 2017
I am guilty of this myself, so I feel safe asking you if you have a project that you keep on the back burner? You know […]
April 24, 2017
Master these behaviors if you want your relationship to explode. So you say you have found the love of your life, your dream person. You might […]