Quick Hits

There has been a lot going on in the market this week so I thought I’d share a few articles you can bring into to your conversations. Specifically I focused on the traditional 60/40 portfolio, which I know most of you structure the “40%” much differently than what these articles are speaking to, but most…

Markets are wrapping up another roller coaster week. Time for a good reminder that Security is a “feeling” not a number!   Volatility in the market is one of the best indicators of how well of a job you are doing for your clients. A lot of calls during the down times shows the plans…

Have I told you all how much I love what I do? I get to talk with the most elite advisors in our industry daily and get free advice and sometimes I share a little value back. A lot of conversations lately have been around “leadership” and developing that trait yourself or developing leaders on…

Coming off our biggest event of the year, the World Series of Success, everyone is ready to get moving into 2022! If you missed any of the speakers or resources, you can get it all in one place right here! I wish I could tell you which one was the best, but they all provided…

2022 is off! A mentor of mine asked these questions to an advisor and they were too good not to share as you launch into 2022: When you think about Vivid Vision instead of just wanting to get too $100 million are you clear what you want the business to look like? What’s top challenge…

The Quick hits are back! Sorry for the 2 week hiatus…a little girl came into my life earlier than expected! Hope everyone is enjoying the holiday season! Here are your Quick Hits: Great Leadership Article from INC: Warren Buffett Says You Can Spot a Great Leader by Simply Looking for This 1 Trait. “We look…

My 4 yr old: Dad why do we call it Fall? Me: Because the leaves fall during this time. 4yr old: so everything dies and falls in fall? Me: yes, kind of depressing, but it looks nice! Me also thinking: (that’s super depressing, I need a better answer) Here is why we call it fall…

“you may like them. You will see. You may like them in a tree!” The article below about a college football coach who uses a child Nursery rhyme to illustrate persistence and discipline got me thinking about how often we forget the lessons we teach our children. One of my favorite lessons for what we…

1 down and 2 months to go in the 4th quarter of 2021! Only 2 more days till Halloween and my middle son still doesn’t know what he wants to be. Should make a for a nice day before cramming to find a costume that will result in lots of screams…not the type of Halloween…