Financial Services, Speaker and Coach

Yoda and a Five-Year Old Boy

People have come to believe that good intentions are solutions to problems…and they are not. The world needs more people who commit to getting things done and fewer people who are content to try. Yoda, a character and a legendary Jedi Master in the Star Wars movies, was stronger than most in his connection with the […]

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Talk To Your Clients

Recently I heard Steven G. Siegel, JD, LLM speak at a broker-dealer conference. Siegel is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States. His topic: The 2017 Tax Reform & Tax […]

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Planning for a Strong Finish

NFL training camps In a month, and the season doesn’t start until September 6th. And these are professionals! They know how to play the the game, but they prepare for the season all year long, and it gets serious NOW. Likewise, you begin your third trimester of 2018. The time to prepare for a big […]

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Perspective

It is difficult, if not impossible, to understand circumstances, feelings, and perspectives of life as seen through the eyes of another person. Experience is a great teacher, but you take the test before you are given the lesson. However, we accelerate our learning and our perspective when we learn from the experiences of others.

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Attack Your Day With Joy & Passion

Imagine doing something you love more than anything. Imagine the feeling of exhilaration. Maybe it’s looking down from a mountaintop. Possibly crossing a body of water with a full sail and no land in sight. Maybe in a boat on a Canadian Lake;1,000,000 acres and 14,000 islands, and you are totally alone.

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