When I was in the corporate financial services world, one of the biggest problems I saw was advisors not knowing how to bring real value to the people they served. They were trained on this product…
See what I did there? That clever wordplay was part of my slogan when I ran for student government back in the 3rd grade. More importantly, for me, it was something I had never done before.…
I have always admired Floyd “Money” Mayweather for being a master of his craft with his flawless record and his pursuit of excellence. He has been portrayed as a controversial figure, a man surrounded by piles…
One of the guests on our podcast recently was a gentleman that has had tremendous success in real estate by building a portfolio in a very short amount of time. During the interview he said something…
Despite the explosion of interest in cryptocurrencies, many businesses and organizations still have not taken the plunge both in using and accepting this new form of currency. The volatility, newness and seeming complexity of getting started…
There are many ways to show people that you care for them, but one of the toughest ways for me and many others is caring enough to tell someone something they just don’t want to hear.…
I once thought that my main goal was to be as successful as possible, no matter what. Time and experience have taught me how foolish that was. Now I believe our lives are successful when we…
Did you know that 80% of business partnerships end up failing? That statistic doesn’t surprise me. Partnerships are tough. You take two imperfect people and try to get them to work towards a common goal. Achieving…
We have been asked many times in our practice, “Who is our favorite client?” Before we answer that question we always preface our answer by talking about an article that we read. It was written by…
As an advisor and wealth coach, we talk to our clients about real estate because it is one of the most powerful tools to build wealth over time. Even with that knowledge, most people don’t integrate…
Some of the best wisdom in my life has come from learning things the hard way – looking back and realizing what I wish I would have done differently. This one piece of advice is coming…
What’s your number? Not your phone number but that other number, the one that really matters. The amount you need every month in order to retire. In other words, what’s your monthly nut? Do you remember…
