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One of the best pieces of advice I’ve ever heard was this: “Try hard not to offend others. Try even harder not to let others offend you.” The first half is easy to understand.  Be kind. Be thoughtful. Watch your words. Consider how your actions impact other people. We should all strive to leave people…

I’ve come to understand that the way we see the world…will also be the way we receive the world. If you’re grateful, you begin noticing things to be grateful for. If you walk around smiling at people, you’ll get beautiful smiles back. If you encourage others, encouragement somehow finds its way back to you. And…

Asking for help isn’t weakness—it’s actually strength. For the first 22 years of my life, I thought strength meant figuring everything out on my own. For me, it wasn’t until I absolutely had to ask for help that I learned of its power. The reality? The people who grow the fastest, lead the best, and…

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.…

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…

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…

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…

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…

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…

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…