I’m a fan of making the complex simple. Not simplistic. Simple. Core. Drill down to the strategic essence. The 4% power of a principle that produces 64% of the results. The 20% of the 20% that READ MORE
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your worst investment… don’t be shocked
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
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
our dog, Max, is struggling…
Growing up, we have always had a dog. When Beth and I had kids, we got our first dog together. Fourteen years ago, we picked up a little, furry chocolate lab puppy and named him, Maximus (from READ MORE