Financial Services, Speaker and Coach

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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The Robo’s Are Coming! The Robo’s Are Coming!

Ask yourself one simple question: Why are my services better than a Robo Advisor? Fidelity is launching a system designed for first-time investors between ages 25 and 45 in mind that recommends investments based upon the investor answering SIX QUESTIONS for less than 40 basis points. Vanguard’s platform is targeted to the advisor sweet-spot of […]

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Perspective

This morning I thought I saw some movement in the room in which I was sitting. As it turns out, it was a reflection from outside on a granite countertop. I was fasinated by how moving my head ever so slightly made the image I saw change dramatically! Sometimes we need to look at something […]

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Why I Don’t Link/Connect/Friend Everyone

In today’s world relationships and connections become challenging. We are all so busy. We find it difficult to pick up the phone or meet people for coffee or lunch. In the past we wrote to people…on PAPER. Then in 1993 an idea became reality, and it changed our world forever: Email! Electronic Mail made it […]

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Should You Have Small Goals?

Should You Have Small Goals?

Small Goals? Really? On a flight yesterday to a speaking engagement in Florida, I picked up the Delta Sky Magazine. In an article on style and fashion, I read an interview with Heidi Klum…and received some fantastic business advice! You may be saying, “Wait…I thought she was just a fashion model.” She is a model […]

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