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…
Wednesday evening I hosted the second talk in the Keep Pursuing Series, once again at my neighborhood coffee shop Geist Coffee. The energy of the group was great , which was helpful because I spent the day leading up to it in my final full day of the Kinder Institute EVOKE training–although I’m full of energy, a fourth day of…
This past Wednesday, I held the first of the five talks that make up the Keep Pursuing Series. Over twenty people joined me at my favorite local coffee shop and allowed me to realize a dream of mine–being in front of a sold-out audience for my own show. I love public speaking, and I usually don’t prepare much for when…
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…
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…
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…
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…
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…
I am ecstatic to share my recent appearance on Brendan Frazier’s podcast The Human Side Of Money. Brendan’s podcast is the best podcast for financial advisors focusing on going beyond the numbers with their clients. I’ve been listening to The Human Side Of Money since I connected with Brendan a couple of years ago–it’s one of the few advisor focused…
For the last year I’ve been referencing the alignment of spirit, mind, body, and money on the Pursuit of the authentic life–with much of the emphasis on spirit, mind, and body. I’ve focused so much of my energy on the first three components of the equation because I believe the majority of people are not fully living their authentic lives…