Behavioral Profiles Leverage Your Intuition

In the financial services industry there are a lot of supporters for the use of behavioral profiles as part of the client discovery process and there are some detractors from using them. Like in any situation where there are detractors most have not yet had a positive experience or seen the full benefits or simply […]

Knowing Self Increases Financial Capability

Core to my passion is seeing people take more personal responsibility for their financial decisions. In the end this is actually key to your financial success, and overall quality life. To take more personal responsibility means increasing your financial capability. I believe there is an obligation on yourself to get the right financial education and […]

Money Influences Leadership

In recent weeks I have been doing some leadership development consulting and coaching. The goal of this work has been mainly to help the leaders to build their emotional intelligence and then generally their self awareness of what is driving the decisions they are making. Typically, most leadership development work of this kind focuses on […]

Entrepreneurs Feedback – What Makes People Successful

In a discussion with a group of entrepreneurs, I asked them the question: What Makes People Successful? I enjoy asking questions like this. I always learn something from others perspectives and insights. It gets me to think at new levels. As you may expect dealing with a diverse group everyone’s responses were great and quite […]