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The AGC™ Welcomes The ONYX Advisor Network

Earlier this week, we announced that the AGC™ would be growing by welcoming the advisors in the ONYX Advisor network into the family. This is an exciting announcement for a few reasons… First, it was this summer that Taylor Schulte and I made an executive decision to bring the AGC™ under the umbrella of Wealthtender to help bring more support…

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Not Just Talking ‘Bout It

For nearly a year I’ve been writing a daily note on my personal website; each note is written in the morning after I “download” the message in my morning meditation—the only restriction on the notes is they have to somehow be related to the connection of our spirit, mind, body, money, and creativity. I haven’t missed a day since I…

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The Keep Pursuing Series

It’s no secret that I love public speaking. It’s also not a secret that I want to do more of it. While I get the occasional opportunity to be in front of an audience, I really feel like I have an important message to share with others, and I no longer want to wait for conferences, corporations, organizations, and event…

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Financial Planning

Your Energy’s Impact On Your Financial Plan

Most financial advisors won’t tell you that your energy, the frequency from which you operate, has a direct impact on the success of your financial plan. Well, I am not most financial advisors. The energy you put out attracts the same energy back to you. If you aren’t excited about your financial plan and the energy you direct towards your…

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AGC™ Joins Wealthtender

Today is an exciting day as we announced that AGC™, the online community for financial advisors I co-founded with Taylor Schulte in 2019 joined forces with Wealthtender, a digital marketing platform for financial advisors, which launched the first SEC-compliant online review platform and is the top find-an-advisor website not sponsored by a wealth management firm, credentialing organization, or industry association–which…

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Financial Planning

Micro Experiments

How can you know you’re living the life you’re supposed to be living if you never try anything new?  The status quo can be comfortable and we are creatures who seek comfort, safety, and consistency. Stepping out of the status quo, even if we are unhappy with it, brings on unknowns that most individuals want to avoid, so many never…

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