Leading Advisor Financial Advisor Coaching

Surfacing After 16 Months At The Coalface

Surfacing After 16 Months At The Coalface

Coalface definition – “Doing the work involved in a job, in real working conditions, rather than planning or talking about it.

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Alive Or Buried Alive By The DOL Fiduciary Rule?

Alive Or Buried Alive By The DOL Fiduciary Rule?

Alive Or Buried Alive? An excerpt of an e-mail that I sent to a client last November about how to deal with their negative emotions and beliefs.

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What’s Wrong with the Millennial Workforce?

What's Wrong with the Millennial Workforce?

It’s not what’s wrong with the Millennial Workforce, it’s what’s right. Contrary to the judgments of a lot of Baby-boomers, Generation X & Y, Millennials are not sick.

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DOL Fee-Based Sacred Space

DOL Fee-Based Sacred Space

I highly recommend that you create sacred space, first thing in the morning for 20 minutes, and halfway through the day to do the following exercise, away from the rigors of change, the DOL, or switching to Fee-Based.

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What’s Your NEWS? What Are Your Tidings? What Are You Mushrooming?

What's Your NEWS? What Are Your Tidings? What Are You Mushrooming?

Are you unconsciously and unnecessarily mushrooming published negative NEWS yet again on social media? Have you ever stopped to consider why?

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What Was Our First Answer To; What Did We Accomplish In 2017?

What Was Our First Answer To; What Did We Accomplish In 2017?

Part of our pre-planning process for the year includes Laura and I pre-answering the following questions and then getting together to share our answers.

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The Impact Of Speaking At #NAIFA & #NAILBA

The Impact Of Speaking At #NAIFA & #NAILBA

December 19th was my last telephone coaching day of the year and right in the midst of the day I received this surprise e-mail from Missy Pursley. Thank you Missy Pursley and Emily Holbrook.

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