Quick Hits

Mento Mori – Meditate on Death “This is our big mistake: to think we look forward to death. Most of death is already gone. Whatever time has passed is owned by death.” – Seneca   There isn’t a more important thought we could wake up with than realizing you will die. Sorry for the dark…

FOMO – definitely a buzzword over the last few years. I’m going to give you another term instead…”Shoulding.” Stop “Shoulding” all over yourself! We have enough pressure on ourselves and our businesses already we don’t need to be adding more. Maybe you SHOULD figure out what’s best for you before telling yourself you Should be…

Watch today’s video for a quick PSA on why you shouldn’t put your newly purchased racehorse in your garage.   In other news: There seems to be a lot of confusion on which way the markets are heading. Half the articles/experts are saying we aren’t out of the bear market yet, then the other half…

“Interest rates are rising, inflation is elevated and recession fears linger. Despite all that, employers keep hiring. The U.S. added 1.1 million jobs over the past three months and ramped up hiring in January. That appears puzzling, given last year’s economic cool down, signs that consumers are pulling back on spending as their savings dwindle,…

I started these quick hits to bring you content and value about what is happening right now with your prospects and industry and what might be to come. Sometimes, we can get too far ahead of ourselves though. This picture is what I mean: The best part of marketing to retirees…they aren’t the first demographic…

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…