Leading Advisor Financial Advisor Coaching

8 Quarterly Action Steps To Get On Track With Your Partner/Spouse

8 Quarterly Action Steps To Get On Track With Your Partner/Spouse

Whatever you don’t clean up in one relationship, you just bring to the next. Here are my 8 Quarterly Action Steps To Get On Track With Your Partner/Spouse.

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Advice For Transitioning To A Fee-Based Practice + Get Some Love

Advice For Transitioning To A Fee-Based Practice + Get Some Love

Kate McCaffery of The Insurance & Investment Journal recently interviewed me about Advice For Transitioning To A Fee-Based Practice.

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11 Quarterly Review Questions To Get You On Track + Team Quarterly Review Meeting Process

11 Quarterly Review Questions To Get You On Track + Team Quarterly Review Meeting Process

Would it be worth having a Quarterly Review conversation about what’s working in your business, what’s not, what you should do about it and in what order?

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Chaos Or Peace On Laura’s Birthday?

Chaos Or Peace On Laura's Birthday?

Chaos or Peace on Laura Reilly’s Birthday? The benefits of Yoga and meditation to tame Unmet Needs, feelings of unworthiness, fears and beliefs.

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3 Easy Questions To Help To Segue Into The DOL / Best Interest Contract Conversation

3 Easy Questions To Help To Segue Into The DOL / Best Interest Contract Conversation

To help you open a best interest contract conversation with your clients, download the PDF of this document that includes the 3 Easy Questions To Help To Segue Into The DOL / Best Interest Contract Conversation.

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Blogging Out In March & Celebrating Sixty Years of Flight

Blogging Out In March & Celebrating Sixty Years of Flight

I just realized that I’m commemorating sixty years of flight, flying to New Jersey on February 28 to speak on March 2 at Underwriters Marketing Service Elite Summit.

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5 Year Renewal Of Commitment & Promise To Speak In The United States Of America

5 Year Renewal Of Commitment & Promise To Speak In The United States Of America

We just finished our paperwork to complete my E1 Visa Renewal, allowing me to renew my commitment and promise to speak in the United States.

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