We hear the word “no” from clients, colleagues, spouses and our children almost on a daily basis. Most people think “No” means stop. They hear it and immediately retreat, assuming the “deal” is dead. That’s a mistake. In reality, “No” is just the start. It’s not rejection—it’s protection. It’s a sign that the other person is defending their position, trying to…
Grief has a way of exposing the things we wish we had done differently. And time after time, when people reflect with me on their deepest regrets, they don’t talk about money, success, or missed opportunities. They talk about the conversations they never had or the lack of time they spent with family. Their regrets are relationship centered. And most of these moments aren’t lost because of our…
In our interconnected world, feedback is a crucial part of personal and professional growth. Whether it’s a colleague offering constructive criticism on a project or a friend pointing out an aspect of our behavior, feedback can be a valuable tool for improvement. However, it often leads to feelings of offense and defensiveness. Why do we take feedback so personally? Let’s…
As humans we are constantly judging situations and people. It feels natural, but oftentimes it can be destructive. Imagine someone says something that clashes with your point of view, and your brain jumps to conclusions faster than you can blink. But here’s the concern: judgment doesn’t solve problems, and it sure doesn’t create opportunities. The best conversations are the ones…
In today’s fast-paced and demanding work environment, burnout has become a significant concern for many employees. The pressures of meeting deadlines, handling heavy workloads, and striving for professional growth can take a toll on an individual’s mental and physical well-being. However, one effective strategy for combating burnout is the practice of goal setting. By establishing clear and achievable goals, individuals…
As we navigate through life, we often reflect on the choices we make and the paths we follow. Much like trees, we have the ability to send our roots deep into the ground, seeking nourishment. The crucial part is determining where those roots take hold. What we choose to nourish ourselves with can lead to flourishing or detriment. Here are…
Last month, I tried to impart some of my life’s lessons. This month I’ll finish with the rest. On a side-note, the holiday season can be stressful and messy with friends and family so remember to breathe deep and take timeouts when needed! Wealth building is like a game, that’s why we played Monopoly as a kid to teach us. …
Cheat codes in video games are the best! Unfortunately, life’s cheat codes come with a lot of blood, sweat and tears. I am now 45 years old and based on mortality tables, I have lived 50% of my life. Scary! Sometimes it feels like I’ve already lived two lifetimes. Ha,ha. Nevertheless, here are some cheat codes to life I wish…
As leaders in the workforce, we often find ourselves juggling multiple responsibilities, making decisions, and managing teams on a daily basis. In the fast-paced world of business, one key skill that can make a significant difference in our productivity and effectiveness is delegation. Delegation is the art of entrusting tasks and responsibilities to others while maintaining accountability for the outcomes.…
Many industries across America, including financial services, depend on growing a client base in order to stay afloat. Growing your book of business is essential for long-term success and sustainability, especially in the competitive financial services industry. Whether you are a seasoned professional or just starting out, implementing effective strategies to attract new clients and expand your client base is…

