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October 27, 2021
This week, I had a long conversation with a dear friend of mine. We’ve been trying to catch up for quite some time but kept missing one another. He’s in a similar business, and we have both been at “it” for the same number of years. Both of us have enjoyed a modicum of success along the way. During our conversation, while hearing about some of the things he was doing and experiencing, I must admit to feeling a little bit of “FOMO” – fear of missing out. Did I do everything the right way? Was I missing out on […]
October 22, 2021
Action. Reaction. Every action incites a reaction. That’s true whether in life, in business, striving for a certain level of fitness or other goals, or anything else in life. The concept of action/reaction probably goes all the way back to high school physics classes for most of us, although the phenomenon was intrinsic long before that. In fact, it was Sir Isaac Newtown who famously said, “Every action has an equal and opposite reaction.” This week, that fundamental truth of the universe was tested for me. In a not-altogether pleasant exchange, my actions lead to a vehement reaction from my […]
October 14, 2021
Use things…not people. Many years ago, a good friend and mentor said that to me. I was only 22 at the time and had already enjoyed a modicum of success in business. Maybe he saw something in me, that I had blurred that line between using people and things on some occasion? Perhaps I had slipped into an all-too pragmatic, or even transactional mindset when interacting with friends, cohorts, and clients? It hit me like a gut punch that he saw that in me, at least enough to mention it in a positive, constructive way. Of course, it’s easy to […]
September 28, 2021
My grandfather suffered from Parkinson’s Disease at the age of 35. He was a warm and generous man, from what I remember. But suffering from such a debilitating progressive disease at such a young age, he faced struggles that we can’t even comprehend, both physical but also emotional. He tried his best, but couldn’t even play catch with his son, my father. By the time my grandfather was 45 years old, he was already in a wheelchair. At 50, he was almost totally incommunicado. By 62, he had passed away. Thinking of my grandfather recently – and my father, and down […]
September 22, 2021
This morning, I drove to LAX before the crack of dawn. I silently cursed the early hour, trying to wake myself up and looking forward to getting my short flight over with so I could visit one of my favorite clients. Going through the clear/TSA line at the airport, a young man was working. He was in a wheelchair. As he began taking me and two others through the line at security, he asked, “How are you all doing?” I replied, “’Pretty good. A little tired but not bad. How about you?” This young man, who was in his early twenties, looked […]
September 16, 2021
There are many things my clients can say or do that make my day: a kind word, thinking of me around the holidays or important life events, and, of course, trusting me enough to refer a friend or associate to me. And there’s a special kind of appreciation I feel whenever a client asks me if one of their children can come work or intern for me, which has happened a few times. But there’s no greater honor than when a client asks me to help their parents with investments or financial planning. To be a part of the whole […]
September 9, 2021
Friday Thoughts: Seeing the world through a child’s eyes. My son, Barrett (6 ½ years old) brought me the mail yesterday. As usual, there was some junk mail and a few bills. Barrett looked over the stack of envelopes and asked me, “Dadda, why do you always get these?” “Get what, bills?” I replied. “Yeah Dadda, bills. Why do you always get these?” I chuckled. “Well, I have to pay them.” I told him. Barrett looked slightly confused for a minute and then said, “Well, why can’t someone else pay them so you don’t have to?” GREAT QUESTION! I dropped […]
August 30, 2021
It’s so easy to forget where we come from. As we’re racing down the highway of life at break-neck speed, we’re always looking ahead: the next dollar, the next sale, the next milestone. Too often, we forget to check the rearview mirror and remember what actually got us to where we are today. “Don’t forget where you come from,” is something we hear all the time, and for a good reason since where you’re from and what you’ve been through made you who you are today. All of the struggles, the pain, the experiences, the good times and joyful moments […]
August 22, 2021
Sometimes, you’re not going to be your best. It happens to all of us, when we have days, weeks, or even fall into prolonged ruts where it seems like nothing goes right, despite our best efforts. You try and try to turn things around, but no matter what you do, things keep falling apart. Other times, we’re on a roll. Things start going well and just get better and better. It feels like luck is on your side. You can’t really put your finger on why things are going so well, but there’s no need to question it and you […]
August 13, 2021
If you knew that you could not fail, what would you do? What actions would you take today if you were 100% certain that everything would work out perfectly? That’s the ultimate question that we often neglect to ask ourselves. Would you quit your day job and launch that new brand that you’re so passionate about? Take a big chance by telling people what you really think and feel when they ask? Communicate with courage and vulnerability to your spouse and loved ones? Start a new sport that you love but have never tried? Go travel the world? Instead, we’re […]