If you're sitting back in your office chair today and assuming your clients feel fine about the market because they've got you as their...

As I've explained in many presentations...content is never wasted. I can see the defeat in the eyes of many audience members when I tell...

Being an overthinker, I've thought long and hard about why I enjoy what I do so much. There are the obvious answers: I love writing and...

I've been working with financial advisors long enough to realize that creating a viable business isn't the only thing on their minds....

I've been a blogger for a long time and I've often used my blog as an outlet to help me figure things out. I started writing when my...

Despite what you might think, email marketing is NOT dead. In fact, there is still a higher client conversion rate through email...

This morning I went on a long walk with my four-legged coworker Max and I listened to a podcast that I thought might spiritually recharge...

Did you know that burnout is now considered an official medical disease? According to World Health Organization, "it's a syndrome...

There is a quote that I use in almost every presentation I give to financial advisors: Incredibly sad, but also very true. There is a...

This is a tough subject to talk about with most financial advisors because 99% of of you love numbers and want to know exactly where...