Is Your Future Client Sitting at the Table?

Is Your Future Client Sitting at the Table?

I’ve spent the last 21 years through my work at think-legacy teaching advisors how important it is to bring all voices and decision makers to the planning table, yet I am constantly finding advisors are leaving female spouses behind. Now I understand from a...
A Look Inside the Wealth Holder’s Mind

A Look Inside the Wealth Holder’s Mind

It’s a strange time when so many people are moving toward poverty, while simultaneously so many are moving into affluence. Indeed this has been called the Era Of Affluence as an increasing number of people will have more money than time. When that happens, they...

You want to Evolve, but do your employees?

You’ve made the decision to evolve. But are your employees on board? Announcing to your employees that you want to “change” the way you operate – even if it’s a change for the better – can be a tricky thing. When employees hear words like “change” or “new”, for...

The Law of Requisite Variety

If you’ve been following the blog, you know that our focus right now is on the idea that growing only helps in the short term. Your focus shouldn’t be on growing; instead, focus on evolving. The neat thing is that there are scientific findings to back this up. In...

It’s time to evolve

We hinted at an idea in our last blog that we want to now expand on. Growth only helps in the short term, because growth is just more of what you already have. Instead, you need to evolve – not grow. What’s the difference? Growth is focused on “getting...