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March 3-9 is National Consumer Protection Week and a great to time to increase awareness around scams and fraud. Financial fraud can have devastating consequences, sometimes causing irreparable damage to an individual's savings and overall financial stability. Older clients may be particularly vul...

03.24.24 04:10 PM - Comment(s)

“Thoughts and Prayers." I’m sure you’ve seen (and used) the phrase to sign off on a card or to post on social media when responding to a death, illness, or other difficulty. It used to be seen as a sincere and well-received wish. However, when it became the ubiquitous response to mass shootings...
03.21.24 05:07 PM - Comment(s)


Part of the value you offer to clients is a sense of security. If a client knows their money is in good hands, they feel financially safe. But this kind of security is something that hundreds of thousands of other financial advisors can provide. What if you set yourself apart by also providing your ...

09.29.23 08:00 AM - Comment(s)

Imagine a client’s daughter was in a bad car accident and is now in the hospital for what looks to be an extended stay. You call your client and spend 20 minutes asking questions and listening as the client pours out the story. At the end of the call, you promise your continued contact and support....

08.28.23 03:24 PM - Comment(s)

When we ask people to tell us about something important to them, they rarely start with facts and statistics. They tell stories. Stories are how we make sense of our lives. They comfort us, define us, and allow us to remember people and events long after they are gone.

This is especially true after ...
06.27.23 11:24 AM - Comment(s)

April 16 is National Healthcare Decisions Day. Why should you care about this as a financial professional? Because your knowledge of healthcare documents and your encouragement to complete them illustrates your comprehensive care for your clients as people, not just numbers in a portfolio. It’s the ...
03.31.23 11:04 AM - Comment(s)

Traditionally, research says three key components are present for people who report that their lives have meaning:
  • Coherence - the feeling that life somehow fits together in a comprehensible way rather than being chaotic and random.
  • Purpose - the feeling that one’s life is driven by worthy goals or ac...
01.16.23 11:49 AM - Comment(s)

Every year I offer different suggestions for what you can write in holiday cards. Remember: this is not the “most wonderful time of the year” for some of your clients. Perhaps a person they love died in the past year (or in the year before – the second holiday season is often just as emotional.) Per...
11.18.22 11:30 AM - Comment(s)



Amazing progress continues to be made the quest to prevent, diagnose, and treat the devastating effects of Alzheimer’s disease. Especially as we mark World Alzheimer’s Day on September 21, one finding may be worthy of informing your clients, so they know you’re on top of recent developments.


First, s...

09.21.22 11:05 AM - Comment(s)


As the baby boomer generation ages, you may find yourself frequently dealing with sick, dying, or grieving clients, many of whom have worked with you for years or even decades. An advisor told me that one evening he felt empty and sad as he sat and looked at the picture of yet another cherished clie...

08.04.22 01:08 PM - Comment(s)