In Isolation: Stress and Revelations

What behaviors have surfaced in your personality during isolation that have surprised you? What about your partner and family? Never before in most of our lifetimes have we as a global family been subjected to isolation, separation, loneliness, and enforced seclusion on this scale. Never before have our rights to make daily choices been removed. […]

Does Remote Working Fit with Who You Are?

Does Remote Working Fit with Who You Are?

If you have a personality that needs connection with others, how do you cope with remote working and virtual connection? Further, do you have the behaviors, traits and skills to flourish away from a traditional work environment? Will your manager know enough about you to support you during this time? With observations like these, it’s […]

Your Intuitive Supplement for Online Business

Your Intuitive Supplement for Online Business

It is important for advisors to stay in regular communication with their clients in normal times but even more so in challenging times when we are forced to work remotely. A new normal: Advisors and/or clients will not want to meet in person as often when the social distancing restrictions loosen up. Everyone has gotten […]

Get Below the Surface When Going Remote

Get Below the Surface When Going Remote

(If you missed Your Intuitive Supplement for Online Business, it would be helpful for you to read that first.) With increasing use of remote communications, during the coronavirus pandemic and beyond, it is important for advisors to ensure regular client communications are reliable and effective, no matter the communication platform. This is an added reason […]

Customized Experiences Include Helping Investors Manage Market Fears

Customized Experiences Include Helping Investors Manage Market Fears

Before I jump into this product announcement, I would like you to know that we planned this launch months ago, long before there were hints of our current market disruption. While Market Mood does aid in managing client’s fears in volatile markets, our intention is not to attempt to capitalize on these difficult times or […]

Check Yourself Before You Wreck Yourself

Check Yourself Before You Wreck Yourself

What does “Check yourself before you wreck yourself” really mean? Put simply, consider the consequences of your actions as an investor before you end up in trouble. This pandemic is creating unprecedented disruption. Many of us are working from home. Many are feeling out of our comfort zones. The temptation is to get online to read all […]

Bruising Times for The Markets

Bruising Times for The Markets

Uncertainty is the defining characteristic of the world we are in today. Trying to understand and compete in volatile markets can feel very confusing. Emotions will swing. Those investors who always assume they are in control start to wobble as they see blows coming from all directions. And investors who rely heavily on their advisors […]

Secure Your Own Oxygen First

Secure Your Own Oxygen First

Sitting here in my home office thinking about the past 6 weeks has been sobering. Four weeks overseas ending in home isolation for fourteen days; seeing friends deliver food to our door as we love and acknowledge them through closed windows has changed worlds forever. For many years I have worked from home. Firstly, for […]