Life Balance

Don’t Make the Majors Minor

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: When everything is “top priority,” the reality is that nothing is. In recent weeks, as I was helping a coaching client work through what he wanted the end of the year to look like, he commented about how frequently in our industry high achievers […]

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Dead Horses Don’t Run

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Use your most powerful, undervalued (and free!) tool: rest. We love a fresh start. As we wrap up 2012, anticipation of new things in 2013 is all around. We get to start over, be better (hello New Year resolutions), have a clean slate full […]

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Get a Life!

All work and no play makes Jack (or Jill) a dull boy (or girl) – even if your work is a game you love. Olympic commentators have made much of beach volleyball player Kerri Walsh-Jennings’ being a mother of two preschoolers this week: they’ve wanted to know if her family is a distraction from her […]

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Emotional Investing 101

AdviserBlast – Quick Tips to Accelerate Your Practice In this issue: Take these simple steps to protect your emotional reserves for when you need them most. Watching today’s headlines can leave us anxious and exhausted. The real problem is that we actually don’t realize how much this takes out of us until we need to […]

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Let Them Know They Matter

AdviserBlast – Quick Tips to Accelerate Your Practice In this issue: Make time to make others feel significant! Recently I spoke with a homeless person in San Francisco. After talking with him for a while and asking questions about his life, he looked at me, laughed, and said that he hadn’t felt this important in […]

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Life Is More Than a Highlight Reel

AdviserBlast – Quick Tips to Accelerate Your Practice In this issue: When we treat the routine details as "boring," we can miss the big opportunities we're looking for. While playing golf last week, we got talking about the soccer World Cup. One guy said that he just watches the highlights on the news because they […]

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Our Most Important Tank Costs Little To Fill

AdviserBlast – Quick Tips to Accelerate Your Practice In this issue: Keep your emotional tank fueled. It's been an emotionally taxing first half of the year! We're more connected than ever, bringing us more information than ever. As a result, between heart-wrenching stories and images from the Gulf of Mexico as well as the Middle […]

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Time For Your Own Quarterly Review

AdviserBlast – Quick Tips to Accelerate Your Practice In this issue: It’s not only your clients who need a quarterly review. How are you doing at the end of Q1? Q1 is over, and it is a great time to touch base with clients to review their financial situation. But what are you doing about […]

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Looking Back Over the Future

AdviserBlast – Quick Tips to Accelerate Your Practice In this issue: Looking back over 2010, what is it that will make the year spectacular? Whether writing a holiday newsletter for family and friends or just enjoying the slower pace between Christmas and the New Year, December can be a great time to reflect on the […]

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Get Off the More, More, More Treadmill

AdviserBlast – Quick Tips to Accelerate Your Practice In this issue: Start now to actually make 2010 better, not just busier! November is a great time to review the past year and start preparing to move ahead! Thanksgiving reminds us to be thankful, and with the end of the year in sight, it's time to […]

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