Category Archives: Success

5 Habits to Keep You Happy – Part 1

By | Featured, Lifestyle, Practice Management, Success | No Comments

The life of an independent financial advisor is extremely busy and full. Whether you’re just starting out or enjoying great success, each stage brings a new set of challenges. Long hours and a busy schedule can make it easy to get so wrapped up in your work that you neglect…

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Do You Align Your Actions with Your Values? Try this one-page template.

By | Featured, Success, Values | No Comments

I’ve always been a big fan of leading with values.  After all, how are you supposed to decide what choices make sense if you do not have absolute clarity on what matters most to you?  You may use values-oriented exercises with your clients to help develop a meaningful financial plan…

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Create the Practice and Life You Love.