As part of my mastermind group, we just finished reading The Pumpkin Plan by Mike Michalowicz. During the first couple of chapters, I was...

I realize this post is going to sound like one big gripe, but I'm stuck at home with Covid and I'm feeling a little "gripe-y." I have...

If you've hesitated about giving away your company secrets, I understand. It can be hard to part with knowledge and skills you've spent...

If you're a service provider, of course you want to provide quality service. We all have - or should have - processes in place to honor...

Let me start this blog by saying I love my job - and I should. I own my own business which means I've been free to create exactly what I...

Creating a drip email campaign has a lot going for it - yes, it's a lot of work up front, but once you're done you just hit the start...

Yes, I know. Marketing can be a time suck. You don't have time to market because YOU'RE RUNNING A BUSINESS. Of course, it's a cyclical...

I was researching a subject for a client and clicked on a Forbes article. For the first time, I was required to subscribe before...

If you're looking to make a broker-dealer change or are new to the financial planning industry, you're likely doing a lot of research to...

Today on my walk I listened to the NPR podcast The TED Radio Hour, one of my favorites. They've put together a series on work, play, rest...