7 Habits of Highly Effective People, Habit Two: Begin With The End In Mind

Creating things within your firm by design, rather than by default, is key to successfully managing your Wealth Management Firm. This approach enables you to effectively share your larger holistic vision with your clients and your team, and should be implemented in your approach to client service, the overall culture of your firm, and in building your brand.

7 Habits of Highly Effective People – Habit One: Be Proactive

Today we are reprising our series on the best-selling book, “7 Habits of Highly Effective People” by Stephen Covey. In each video we examine one of the habits discussed in the book, and how it applies to your Wealth Management Firm. Habit One: Be Proactive Being proactive is the ability to choose your responses to different situations. This is key …

Discovering Your Why

Before you can begin to “Start with Your Why”, you must be clear about what is actually your “Why”. Here are a few key questions that can help you gain clarity about what’s at the core of your internal motivation.

Business & Golf

I have enjoyed playing golf for several years. Although my enjoyment of the activity surpasses my skill level more often than I would prefer, I have found that golf can teach us about running a business. In this clip, I share a handful of observations about what I have learned, and specifically how these can be beneficial to leaders of …


Getting referrals can represent a helpful way to grow your firm, but sometimes financial advisors struggle to know the best approach to ask for them. In this week’s video, we talk about three aspects to consider when asking for a potential introduction.