Jeremy Siegel On Why Rising Stocks Won’t Peter Out
If you don’t pay attention to what Professor Jeremy Siegel, of the Wharton School, has to say about the long-term financial markets, you’ll likely miss…
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The Scariest Place to Be
What would make a client fire their Financial Advisor on the spot and hire you? If you’re a high-end Financial Advisor, this question should consume…
Do More, Think Less
You can make $10,000 an hour. What’s that, you say? I said that you can do activities that will earn you $10,000 per hour. I…
Sex, Lies, and Millennials
What if you had to work long hours for 3 years, but could then kick back and not have to work ever again? Is that…
The Hell That Is Good Intentions
I’ve had the privilege of knowing, and working with, among the best retail Financial Advisors in the English-speaking world, and I’ve noticed one thing they…
The Domino Effect of ‘Just this Once’
In leading your people, part of your role is to ensure everyone on the team is contributing. When eating at a nice restaurant, have you…
In Defense of Red Tape
It’s amazing how even very small teams can become bureaucracies, which then becomes an obstacle to forward progress. In these columns I encourage leaders to…
What Doesn’t Kill You Makes You Stronger
Most business owners set goals that are too small and refuse to take the very risks required for success. I’ve owned a retail Financial Advisory…
Would You Be Missed If You Were Gone?
A pastor once asked me, “100 years after you’re gone, how many people do you think will remember you?” I recall thinking, maybe none. Only…
Culture is Purpose Not Place
Recently I had a conversation with a Financial Advisor regarding his team, he’s one of our clients that I mentor. Our conversation focused on my…