A new year, a new focus

A new year is here. I don’t know about you, but my 2017 started off with a big ol’ flat tire, however, I didn’t let it get me down! (Pun intended!) As the Lexus was towed away to the shop to have the tire patched, I had time to reflect and share what the new year…

Time to get focused!

This is a very serious question for my friends in financial services, “Would you know your ideal client if you met them online?” Seems trivial, right? You’re thinking, “Of course, I would!” Are you really sure though? I want to walk you through an exercise today and if you’re brutally honest with yourself, you’ll love the…

Holiday cards – what’s their ROI?

So this picture right here is the holiday card I received from our property and casualty agent for Thanksgiving. I guess I should give them props for using Hallmark, but they didn’t care to send their very best when they mailed me a card: …using an automated service …and I’ve still not heard from this…

Reminder – Use your LinkedIn Mobile App!

Back in March 2016, I reminded financial services professionals about downloading the improved LinkedIn mobile application. After several weeks of being on the road and spending hours with countless amounts of financial advisors, I find few have this application on their phone. This is your reminder – download the app! ========================================= I thought one of…

#FridayReads – Deconstructing Digital by Sheri Fitts

I’m never quite sure when I hear Sheri Fitts name now if I think of her Newfoundland, Aboo, first or the chlorophyll lemonade recommended by her on our recent breakfast together at Harlow’s in Portland, Oregon. Either way – Sheri Fitts is unforgettable in everything she does, including her book “Deconstructing Digital“. Much like Sheri,…

#FridayReads – The Gifts of Imperfection by Brené Brown

Warning – only read this book if you think you’re strong enough for change. After you’re done reading The Gifts of Imperfection by Brené Brown you will not be able to go back and be your old self. Don’t say I didn’t warn you! I picked up this book thinking it would be a light…