People have an innate, yet tacit, understanding as to whether they are a subject of interest or an object to be gained.
Try new conversations on for the sake of really discovering what makes others tick and what is meaningful to them.
We must never lose sight of the fact that behind each story of the accumulation and dispersal of wealth are experiences that have shaped our clients' thinking about money.
What will make you great at your business is the same thing that made Leonardo Da Vinci and Albert Einstein great at their businesses—a deep seated, insatiable, absolutely have-to-know, fanatical form of curiosity.
At some point, each of us is going to be the weakest member and we want to know that the rest of the ensemble has our back.
I’ve developed a better way to drive home the importance of living your values. I call them “non-negotiables.”
Often when I’m coaching financial advisors, I’ll offer one of these decision-making tools.
Generous listening is a whole mind-body experience. It’s about creating an inner and outer space where you can be present, open, and available to bringing forth an exchange of words, stories, and feelings that were there but not previously connected or expressed.