Who will take care of me?
I recently met a client in her 70s for a Will writing session that really stayed with me. As an a...
Factfinding - Never make assumptions!
It’s easy to dismiss fact-finding as “just another tedious step.” We are habitual bei...
Power of Leveraging
Stop “Hiring” a Financial Advisor—Start Leveraging One Think of “leverage”...
Do Not be Complacent
Feel the urge to rant today.. A word of advice to suppliers who think they have a monopoly: Compl...
Taking Pride at Work
When you come across someone who truly takes pride in their work, it’s a powerful thing. It...
Importance of asking the Right Questions
I had an enlightening dinner with two coaches last night. They were sharing with me what coaching...
Reality Check
This past month, we got a harsh, real-world lesson on the absolute necessity of our corporate hea...
The Man behind the King
I recently attended a friend’s baby’s 88-day celebration, and as I held that adorable...