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 […]

Organizing a Family Meeting

How can you have sound family communication if your family never properly gets together as a family unit? Why are you holding back from organizing a family meeting? Are you concerned it will not be worthwhile? More importantly, are you concerned about some hot issues that may get raised? What happens if someone gets very […]

Birth Order and Behavior

One of the questions I am often asked is does birth order influence your behavioral style? Well, based on the research we have performed, birth order does not influence your natural behavior. When I say natural behavior, I mean the core “hard-wired” behavior which is based on genetics and then shaped into you up to […]

Being or Doing

I am meeting and communicating with an increasing number of people who are searching for more meaning in their life. Or put another way discovering their life purpose. To be honest, a lot of what many people are doing is just searching. Life purpose discovery is difficult and in many ways a journey in its […]

Information Flows Drive Energy

Last night I was called by a family friend (for the sake of the innocent, Amy) who was being pushed by an advisor to make a major decision in regard to transferring her retirement savings account. Why was Amy asking me the question? Basically, she was feeling uncomfortable and very hesitant. And yet, Amy is […]

What Are You Passionate About?

In recent weeks, I have had so many conversations with people where passion has come up in various ways. So, I thought it would be good to put some more energy into it by commenting on it in my blog. I even did a very interesting interview with one of our Wealth Mentor’s last week […]

Sow Into Others Lives and Grow Your Own

Last week a colleague of mine sent me the following quote: Every time you build into the life of another person, you launch a process that will never end. ? Howard Hendricks This quote has a very powerful message which I feel all of us should think about and action. You do not necessarily need […]

Who is Your Client?

I have had some really interesting conversations with advisors during the past few weeks during presentations. In particular, when I have been talking about family dynamics and asking the question who is your advice really impacting? Generally, the obvious answer would be that your client is the person who currently has the wealth for which […]

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 […]