Quick Hits

You care more about giving your dog her pill than keeping up with your own! Watch the video for my explanation…   When was the last time you reviewed your retirement plan, your exit plan, your “just in case something happens to me” plan? You all are THE BEST at caring for your clients, make…

Ever notice how the news is always 3 steps behind what we are already thinking and or feeling? Example: People have been talking about inflation hitting home all last year, and now all the sudden expensive eggs are big news? Surveys and consumer reports are lagging indicators on how people are “Feeling.” That means, the…

This week my team discussed a buzz word that has been proven to be the #1 thing that the most successful teams have in common: Phycological Safety. I didn’t know what it was either before I did some research. Here are the resources that you and your team can talk through this week: Building a…

We are less than 2 weeks from 2023! I’m sure you have done some planning for next year or you’re starting to, so I thought I’d take this Quick hits to share some of my favorite tools for year end planning. Here are some items me and other advisors use to plan for the coming…

You thrive in uncertain times. You are like superheroes when the night seems very very dark. Don’t believe me? – Google “Are we in a recession?” then click “News.” CNN – Why we think we are in a recession YAHOO – We see a shallow recession Fortune – We are headed for a profound economic…

2 minutes left, you’ve got the ball on the 5 yard line and you are up by 3 points. You are winning, but if you punch the ball in the endzone you completely remove the chance of your opponent being able to score to beat you. Do you slow up and try to let the…

Wow… This week has been so tense you could’ve cut it with a spoon! (Robinhood reference anyone?) Midterms rollercoaster is just about over. One of the largest Crypto Brokers goes bankrupt and the celebrities who endorsed it are being sued calling it a “Ponzi Scheme” There is a massive tech layoff happening 11,000 Employees from…

    There is nothing worse than feeling like you’ve been baited and switched… Most of us don’t ever mean to bait and switch someone but we do it unknowingly. We do it by not having extremely buttoned up processes. We do it by not being almost perfect after the sale is made. You aren’t…

    To the best advisors in the US – dare I say the world!? Today I’ve got the same story different verse: Stocks continue to fall Interest rates on the rise Increasing Inflation that is hitting homes every day Does anyone else hear excuses a lot these days? I have 4 young kids and…

    Somehow I missed it and I’m late to the party here, but apparently as of the 2019 census Millennials are the largest generation. Not sure if you all knew this, but it was news to me. I know millennials get a bad rap by business owners and employers alike, but this also makes…