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…
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…
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…
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…
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…
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…
A couple of weeks ago I went out to The OC to give a talk to the Financial Planning Association of Orange County and I finally got my hands on the video. The title of the talk was “Helping Clients Create Lives, Not Just Get Through Life” and it was the first time I gave the talk–I actually created it…
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…