Recognize, Break Away From Herd Mentality

– First Published on Nasdaq – one of the challenges financial advisors face is the tendency for their clients to come to them already influenced by “group” think or herd mentality. “Everybody is buying XYZ; I need to get in on this!”. “No one is staying in International Doodads. The guys on my Pickle Ball team say […]

Check Yourself Before You Wreck Yourself!

I recall the first time I heard Hugh Massie Founder/CEO of DNA Behavior use this phrase. If I remember correctly he was talking about the wild reactions of investors to uncertain markets. It got me thinking about my behavior and why it is that I don’t get on with everyone, but I do get on […]

The Behavior of Love: A Tale of Two Words

As the world readies to celebrate Valentine’s Day in the age of quarantine, we can’t help but reflect on the meaning of love. Some perceive it as the purest and most sincere emotion you can feel, others see it as a sign of a deeply committed connection. We spend our lives chasing it, make sacrifices […]

Help Clients on Their Life Journey; You’ll Both Win

– First Published on Nasdaq – As I continue focusing on living a quality life, I’m reminded that changing direction requires confidence. At a recent speaking engagement I was approached by a young man who wanted to talk about family wealth succession planning, a topic I love and know well. His family was in discussion with their advisors […]

Taking the Mystery Out of Investor Behavior

As we all know wealth mentoring entails helping your clients achieve greater financial goals. You provide them with guidance and assistance that unlocks their full potential, manages their emotions, and allows them to live with meaning. Which raises 2 questions: what is your role in advising clients? Is it to help them manage their behavior […]

Our Word for 2021 Is Authenticity

It has been a frequent practice as of late to choose a focus word that would sum-up your current or upcoming year. The purpose of it is to set an intention, a goal you seek to achieve, or a quality of some sort that you want to ensure you actions throughout the year are being […]

A Healthy Marriage: Human Advisor Plus AI for Your Tech Stack

– First Published on Nasdaq – Human interaction deprivation really is a thing. Never before have people all over the world been subjected to various forms of isolation, including lack of human interaction or touch. As the months of the global pandemic drag on, I’ve been thinking about that and about what life will look like after this […]

A Fresh Look at Wisdom and the Way Forward

– First Published on Nasdaq – In the midst of the pandemic, and particularly with vaccines and a new year on the way, we’re all more reflective. A direct benefit of such reflection is a willingness to change and reinvent. Where are you in this process? As I continue my quality life journey – after all, isn’t that what […]

Hugh Massie Year End Letter: Tough Years Drive Learning & Innovation

I know countless people who have taken the challenges and tumult of 2020 as an opportunity to level-set their life and business. So, as I put pen to paper to write my end-of-year letter, I’m reminded of courage like that. Indeed, in the face of what may well be the most difficult global challenge most […]