Choose Your Hard

We all get to choose our hard. There is no easy. It’s hard to build a business. It’s hard to lead people. It’s hard to leave home before the sun comes up, work late, and carry the weight of responsibility on your shoulders.  But it’s also hard to struggle financially. It’s hard to feel stuck.…

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The Right Philosophy

Optimism is a requirement for advisors…for both themselves and their clients. Just like the famous instructions before each flight – an advisor must put their facemasks on first, before they can help others. Having the right mindest is paramount. Why? Because clients don’t borrow our certainty when times are easy. They borrow it when times…

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The Life You Didn’t Plan

I think most of us carry around a picture of how our lives are supposed to unfold. We have a timeline in our heads – By this age, I’ll be here.By this point, I’ll have accomplished that.This relationship will last forever.My career will work out exactly as planned. We rarely say these type of things…

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The Conviction Framework

Why Advisors with Conviction Build Better Firms, Better Clients, and Better Lives At its core, conviction is not about certainty.It’s not about predicting markets, outperforming benchmarks, or having all the answers. True conviction is the confidence that comes from aligning yourself with truth. That is the foundation of this framework. My own conviction was born…

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Beginning with the End

One of my most favorite stories about visualization comes from Jim Valvano, the legendary coach who took an underdog team from obscurity to national champions. On the very first day of practice with his new players at North Carolina State University, they walked into the gym expecting basketballs, drills, and practice plans. Instead, sitting underneath…

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Resentments

The majestic Pico de Orizaba, blanketed heavily in snow, with verdant green trees emerging at the base of the image

Have you ever noticed that we use two scales when it comes to judgement? We tend to judge others by their actions, but judge ourselves by our intentions? When we see what someone did, we rarely stop long enough to wonder why they did it? Yet in contrast… we will give ourselves grace for our…

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Human Connection

For the entire month of March, I made a simple commitment at the office:  No emails to clients.  If I needed to communicate, I would first pick up the phone. Was I surprised by what happened?  Well, not really to be honest…I knew what was coming, but I didn’t realize the magnitude. It was litterally…

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Daily Surrender

A snowy view of the Grand Canyon from a cliff, a person trekking on a snow-covered path, distant canyon cliffs crowned with snow under a blue sky

There’s a rawness to Psalm 143 that I keep coming back to each morning. It’s been part of my daily routine since 2015. It’s a prayer written by David, arguably the greatest and ‘strongest” king ever, yet written from a place of vulnerability and desperation. Its authentic and real. Its a cry for help that…

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Sharpening the Axe

We’ve all heard it before: a dull axe takes great strength to use. But a sharpened blade? Well, that’s wisdom at work.  The problem is though…most of us just keep swinging! We grind through long days, pushing harder, thinking effort alone will get us where we want to go. And while hard work definitely matters,…

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Leadership is a Verb

Leadership is not something are, it’s not a title you hold, and it’s not just something that sits next to your name on an org chart. And worse off, it’s definitely not a title you use to tell others what you think you are (similar to the person who thinks they are so humble that…

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