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Financial Advisors Live Event

The Subtle Power Of Witness Marks

In this episode, I dial the idea of leaving a legacy back as I share the concept of “witness marks.” They’re small legacies we can leave everyday as we live to serve others in our work and in our personal lives.

7 Tips For Beating Afternoon Slumps

In this episode, we’ll walk through 7 tips for finishing your day on a high note. What’s cool is that each idea only takes about 5 minutes, but the impact can last for hours… even days.

The Long Term Benefit Of Short Term Planning

Too often, we tell ourselves that we can only accomplish the “little things” in life. When in reality, we can accomplish big things, bigger than we might imagine, when we view them in small bites and truly take action. Listen to this episode to learn how.

Destructive Distractions Blocking Your Dreams

The most important lesson I learned early in life was to cheer and encourage my team. Even when the odds were long. You see, being a fan, and having others be your fan can carry you a long, long way.

7 Shifts That Change Everything

For Advisors Who Want to Grow AUM, Show Up Where It Matters Most, and Serve with Purpose