Category Archives for "Life Planning"

Feb 11

The Answer

The Answer One of the best business and “personal” books that I have read is The Answer, by John Assaraf and Murray Smith.  The book, in reality, is two books within one.  John Assaraf writes the first half of the book with a focus on the laws of attraction, gestation, and action.  The second half […]

Continue Reading
Sep 25

The New Definition of Family Office

When you hear the term Family Office, what is the first thing that you think about?  Do you think of it in financial terminology or maybe related to the medical field?  Within the financial industry, the term Family Office typically meant an advisory firm that serves ultra-high-net-worth investors. I am here to help change that […]

Continue Reading
Sep 22

To Sell is the New Pink

After spending an entire career in a non-sales or non-business development role, I gradually found myself in such a role as I began to build my wealth planning firm for individuals, families, and businesses.  Struggling to make sense of how to build a robust business development process, I turned to one of my favorite authors […]

Continue Reading
Sep 18

3 Reasons Why We Worry About the Wrong Things

Once upon a time I often found some of the daily/nightly news to be interesting.  It was also my attempt to see another person’s view on various stories.  But over the course of time, I have noticed that everything is breaking news.  What is so earth-shattering about another Presidential tweet?  Even more so, I see […]

Continue Reading