– First Published on Nasdaq – Having a purpose in life that lines up with a chosen career is what many strive for and rarely achieve. Why is that? Maybe it’s as simple as having allowed yourself to follow the career expectations of others, only to later find life experiences, wisdom, or an event (like a pandemic!) […]
– First Published on Nasdaq – Those who know me know that I am goal driven and that I take the initiative and accept challenges, yet think matters through. Above all else, they know I can usually ask the tough questions – perhaps those others are only thinking. Further, my friends see how I can sacrifice a […]
Do you have the right clients? This is a very topical issue for many financial planners, particularly those who have already built a business to a reasonable level. Actually, it is as important as the client selecting the right advisor. In the end there must be a mutual relationship with the parties comfortable with each […]
– 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 […]
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 […]
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 […]
