Create value and then help

When I was in the corporate financial services world, one of the biggest problems I saw was advisors not knowing how to bring real value to the people they served. They were trained on this product or that service, but those products and services may not be the right ones to help their customer reach […]

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You Can Dew This!

See what I did there?  That clever wordplay was part of my slogan when I ran for student government back in the 3rd grade. More importantly, for me, it was something I had never done before. I set a goal, put my mind to it, came up with a creative slogan and was elected by […]

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The Floyd “Money” Mayweather Lesson

I have always admired Floyd “Money” Mayweather for being a master of his craft with his flawless record and his pursuit of excellence. He has been portrayed as a controversial figure, a man surrounded by piles of money with a wild lifestyle outside the ring. All of that is fun and entertaining and has definitely […]

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The Art of the Deal

One of the guests on our podcast recently was a gentleman that has had tremendous success in real estate by building a portfolio in a very short amount of time. During the interview he said something that I felt like I knew, but that I really didn’t appreciate. He said he doesn’t buy real estate […]

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Foundations, Charities and Cryptocurrency

Despite the explosion of interest in cryptocurrencies, many businesses and organizations still have not taken the plunge both in using and accepting this new form of currency. The volatility, newness and seeming complexity of getting started are real barriers to entering this new market. However, many people have made large sums of money on the […]

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Feedback

There are many ways to show people that you care for them, but one of the toughest ways for me and many others is caring enough to tell someone something they just don’t want to hear. Not many people like to give others negative feedback. No one wants to tell you that you have a […]

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Valuing yourself

I once thought that my main goal was to be as successful as possible, no matter what. Time and experience have taught me how foolish that was. Now I believe our lives are successful when we are serving and adding value to others. This is a strong statement, and let me tell you, it is […]

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Partnerships

Did you know that 80% of business partnerships end up failing? That statistic doesn’t surprise me. Partnerships are tough. You take two imperfect people and try to get them to work towards a common goal. Achieving goals can be hard enough by yourself let alone with someone else. That statistic might also suggest that business […]

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our favorite client

We have been asked many times in our practice, “Who is our favorite client?”  Before we answer that question we always preface our answer by talking about an article that we read. It was written by a personal trainer, who was asked the same question and his answer might surprise you.  His favorite client was […]

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purchasing a home or rental property

As an advisor and wealth coach, we talk to our clients about real estate because it is one of the most powerful tools to build wealth over time. Even with that knowledge, most people don’t integrate their real estate into a comprehensive financial plan. They get married, go to a bank, buy a house and […]

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