Have You Put Hay In The Barn?

In simpler times a barn full of hay was a sign the farmer had worked hard and was prepared for the challenges ahead. This weekend I’ll compete in my 21st Ironman Triathlon. That’s a 2.4 mile swim, 112-mile bike ride,

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The Crash Finally Happened

The other morning I was out on my bike training for my 21st Ironman Triathlon. Going 30mph. Downhill. My front tire blows. My brakes don’t work. Here we go. It’s decision time – crash headlong into those mailboxes or go

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The X, Y, & Z of Generational Clients

Our perspective and priorities of earning, spending, and saving are typically shaped by our environment. Each generation defines its needs and aspirations based on the learnings from the previous generation and from their uniquely shared circumstances. Common literature and research

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7 Indicators It’s Time to Leave Your Current Firm

It’s a decision that’s been keeping you up at night. You already know the answer — you’re ready to leave your current wirehouse. Still, pulling the plug strikes up all sorts of emotions — chief among them, fear. Change is almost never comfortable. It’s particularly

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Mentoring Young Talent in Financial Advisor Practices

The need for mentoring the next generation of financial advisors is primarily driven by the imminent demographic shifts taking place in the industry. According to Cerulli Associates, the average age of financial advisors is the mid-50s, and Cerulli estimates that

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