What’s YOUR best investment? You may be tempted to answer that as a financial advisor. DON’T. Investing in what you recommend to your clients may be your worst investment. You need to answer READ MORE
Blog
Own Your Results!
It’s our second week on vacation at Long Beach Island, New Jersey with Anni and her husband, Todd. Josh and MaryAnn are in Croatia on their honeymoon. Yes, I’m jealous. Not really. We are so READ MORE
is this stealing your personal freedom?
Our Josh and MaryAnne got married over the weekend in Vermont. It was a great and joyous time. As you read this, Beth and I will be catching rays for the next two weeks on the beach in Long Beach READ MORE
I fell off the wagon…
At the end of last year, I fell off the wagon… Beth and I stopped working out. We took our walks with our chocolate Lab, Max, and we played pickle ball, but we stopped our morning workout READ MORE
you want THIS more than new prospects…
What’s the #1 thing you want more of in your business? No doubt, most advisors will say, “Prospects…” There is something you should desire more than new prospects. PREDICTABILITY. My dad READ MORE
Phil is not the GOAT, but he is the OOAT… here’s how…
Thanks to all who reached out to us about Max. Beth and I appreciate your thoughts and prayers. It seems like he may have had a stroke or something similar. He’s lost his hearing and is a bit READ MORE