Category: Role of an Advisor

My path to becoming a financial advisor has not been a smooth one. However, it has afforded me life lessons that fuel my passion and the work I do for my clients. I have been challenged by my colleagues to author my origin story as a means of sharing those lessons as well as providing […]

I am a planner by nature, which makes sense considering my choice of profession. In addition to planning for the financial lives of clients, though, I also make time to plan for the success of our business. My partner, Katie Brown, and I believe that the best advisors and firms are intentional about how they […]

Why would a financial advisor host a podcast about leadership?  This year, I launched my new podcast called “Leading with Purpose”, where I interview leaders from different industries and backgrounds and help relate their experience to the financial decisions we all make. So, why does this matter for you as you plan and invest for […]

It started as a sneaking suspicion. Then it became a wistful conversation with your spouse on a long, tropical vacation. Now, you think it might be time to get serious about it. It’s time to sell your business. Who do you call first? A new financial advisor. The Epiphany “I have four advisors but I need […]

“I only write when inspiration strikes. Fortunately, it strikes at nine every morning.” -William Faulkner It is the one-year anniversary of my commitment to the most valuable professional habit benefitting clients: Writing. It took 15 years to figure out, but consistently writing and sharing may be the most important thing I do for our clients, […]

Have you ever seen the word ‘Emeritus’ after the name of a professional? Attorney, Emeritus. Shareholder, Emeritus. Professor, Emeritus.  It means that this person has retired but maintains an honorary role based on their lifetime of accomplishments.  One title you will rarely see: Financial Advisor, Emeritus. Why is that?  Financial advisors are facing a retirement […]

I have heard finding community described any number of ways, but one my favorite descriptions is “Being part of a community means being a part of something greater than you. It’s about sharing, growing and opening up to who you are and what you believe in.” I believe our lives are filled with many different […]

Earlier this year in his weekend “Intelligent Investor” column in the Wall Street Journal, Jason Zweig wrote a memorial tribute to Jack Bogle, founder of the Vanguard Group, that compared him to St. Paul, the early Christian missionary. When Zweig wrote that Bogle “blazed with the zeal of the convert” the words jumped off of […]

It is a fair question to ask your financial advisor if he or she “eats their own cooking.” In other words, do they invest in the same way that they advise their clients to invest? If so, it shows that they have strong enough beliefs about investing to follow their own advice. That would be […]