Click Here To Listen To This Week’s “We Need To Talk” Series On The Minority Money Report Emlen Miles-Mattingly’s “We Need To Talk” series on his podcast The Minority Money Report has been phenomenal. I’ve listened to each of the episodes leading up to this week’s, which I was honored to participate in. Emlen is doing a fantastic job facilitating…
Minority Money Report Podcast: We Need To Talk Series With Emlen Miles-Mattingly, Samuel Deane, Dasarte Yarnway, and Tyrone Ross. “What can I do?” Listen. Learn. Empathize. Speak up. This exchange has occurred countless times over the last few weeks and as the protests begin to slow down, the news coverage begins to shift back to COVID-19, and life begins to…
This just went out to all RLS Wealth Management clients and prospective clients. I thought I’d share this here to: Show my and RLS Wealth’s support for the black community and our commitment to do our part and encourage others to do theirs. Encourage other financial advisors to communicate their message to their clients–whatever YOUR message might be. Encourage clients…
You might recall a blog post where I described slowing down the growth of RLS Wealth, and taking on just a few new clients a year in order to spend time helping other financial advisors through The AGC™and through individual consulting—helping advisors develop their content marketing strategy, tell their story, and ultimately build their company and personal brand to grow…
I’m saddened to be writing another non-finance blog. It was not that long ago I wrote about Ahmaud Arbery’s murder and now we have cities across the country burning after George Floyd’s. I’ve written two other “posts” for today that I have decided to keep to myself—they were much longer and shared my thoughts and feelings. They were therapeutic to write—to…
A couple of weeks ago in my newsletter for financial advisors I wrote about our current situation being “The Great Reset”—I know I’m not the first person to use this phrase, although I don’t remember seeing it anywhere before it hit me. In the newsletter I explained how this slow down in life, despite the inconvenience and frustration it might…
Yesterday, Wednesday, May 6th 2020, the video of the murder of Ahmaud Arbery auto-played on my Twitter feed, and I have not been able to get it off my mind. If you have not seen it, I don’t encourage you to seek it out–all you need to know is you can see Ahmaud fight for his life, try to run…
This morning I wrote a post over on The Advisor Of Tomorrow about the importance of mentors for financial advisors; the reality is, good mentors are important for everyone. We often associate mentors with our professional lives but we can all use mentors in our personal lives as well–parenting, marriage, spirituality, fitness, etc. As I shared the post with my mentors,…
You know that old saying, “The best time to plant a tree was twenty years ago. The second best time is now.”? Well, the same can be said for preventing/containing the coronavirus. Hindsight is still undefeated and we should have moved sooner to combat the spread of the virus, but just like planting a tree, we can’t go back in time…
As I have been rearranging my calendar to move in-person meetings to Zoom and phone calls, I’ve realized that the response to the coronavirus is giving us all a gift—the gift of time. How many times have you told yourself you’d do something if you just had more time? Get to the gym more. Make healthier meals. Spend more time…