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,
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
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
You meet with clients, you take notes, and then you send a summary letter or email to your clients. Maybe you spend 30 minutes, or more, typing up that letter in its entirety. 30 minutes at the end of every
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
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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