January 27, 2023

One mouth. Two ears.

I recently told you about Roger, a client I worked with years ago. Just yesterday, Roger and I reconnected and spoke for the first time since 2006. Before I tell you about our conversation, let me offer a bit more background… At my previous firm, they subscribed to this concept of “team selling.” The idea went something like this: a successful senior advisor works with a mid-level and a junior advisor. They share expenses, staff, etc. Effectively, the senior hands off his or her clients and relationships (and some of the workload) to the mid-level and the junior. In essence, […]
January 19, 2023

Friday Thoughts: Many roads, same destination

“Everybody is a genius. But if you judge a fish by its ability to climb a tree, it will live its whole life believing it’s stupid.” -Albert Einstein. All people have different skill sets. Mine are different than those that I work with, and theirs are different than mine. Sometimes it’s easy to forget that everyone deals with things differently. Depending on the situation, someone else’s approach to a problem or job may actually be more effective. We can also expand our perspective by observing someone else undertake a task, gaining a different approach. Another tool in the box may […]
January 12, 2023

A lesson from 37,000 feet.

On Wednesday, I was returning from a trip to Jackson Hole, Wyoming. While on the flight (which was delayed numerous times, like so many others around this time this year) I went to log on to the Wi-Fi. Then, on to the Paramount app on my iPad (to get my fix of watching Tulsa King & Yellowstone). I waited…but no luck. I could not log on. So then, I tried to log into my Disney app. Why not watch a little Marvel?! But still no connection. The Wi-Fi said it was connecting, but the signal must have been too weak. […]
January 5, 2023

Friday Thoughts: Make 2022’s ceiling 2023’s floor.

How can you skyrocket into 2023? Focus on making 2022’s ceiling this year’s floor. Personally, professionally, and, most certainly, financially, nothing feels better than achieving something significant. That all starts with setting (and writing down, setting up accountability systems, etc.) goals. Without them, how would you know how well you are doing? One of my mentors, Harry, once said, “Imagine a career in sales with no contests. It would be like running a marathon or training for one and not knowing the distance you had to go.” Humans, by nature, crave that. We’re hard-wired to both seek and respond to adulation and/or recognition. […]
January 1, 2023

December 2022 Market & Economic Recap

Stock Market In 2022, the U.S. stock market experienced its worst year by percentage decline since the financial crash in 2008, snapping a three-year streak of Wall Street gains. At the final bell of 2022, those three major benchmarks performed as follows for the year: Dow Jones -8.8% S&P 500 -19.4% Nasdaq -33.1% And for December, the three major indices performed as follows: Dow Jones -4.2% S&P 500 -5.9% Nasdaq -8.7% Inflation The December 13 inflation report brought a sigh of relief, as the Consumer Price Index rose just 0.1% over the previous month, coming in significantly lower than forecasts. […]
Advisor Log In

Check the background of your financial professional on FINRA’s BrokerCheck.