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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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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Financial Planning

Are You Planning For The Wrong Life?

What if the financial plan you’ve worked so hard to create is leading you to a life YOU (and your family) don’t really want? By now, most financial advisors are helping clients begin with the end in mind—-starting with where you want to go and reverse engineering to find the appropriate savings rate, spending, asset allocation, and other important factors…

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Financial Planning

More Than Money Hits Stores

Today is the day! More Than Money, the collaborative book from The AGC™, is officially available for purchase and should be hitting the mailboxes of the individuals who preordered today. To say I am excited is an understatement–29 of my friends can now call themselves published authors with Harriman House, which happens to be THE publisher for financial books. Not…

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Financial Planning

Three Years Of The AGC

Happy birthday to The AGC! Today marks the official third birthday* for The AGC (Advisors Growing As A Community) and I could not be more proud of what this community has become and where it is going. What originally started off as a conversation about an advisor-focused newsletter focusing on marketing and branding (a small idea) turned into a community…

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Financial Planning

More Than Money–A Book From The AGC

This morning was pretty exciting. After my pre-phone morning routine I opened Twitter to a notification that I had been tagged in a tweet by Harriman House. It wasn’t a surprise to me what the tweet was about but I didn’t know they would be sharing some exciting news today: On March 21st, 2023 More Than Money: Real-Life Stories Of…

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