If you’re at all familiar with psychology, you’ve probably heard the term ‘imposter syndrome’. If you haven’t, here’s a quick definition: a pervasive feeling of self-doubt, insecurity, or fraudulence despite often overwhelming evidence to the contrary.  Imposter...

When was the last time you started a new endeavor and were completely at ease with it from the first moment? I hope you’re laughing right now, because that hardly ever happens. For anyone. Whether you’re starting a new exercise regimen, you’re trying out a new hobby,...

How many times have you started an important task—whether it’s creating a financial plan for one of your clients, filling out paperwork needed to transfer funds, or even just cleaning up your office so you can work effectively—and stopped halfway through? In this...

Rejection is a part of the human experience, and it comes in many forms. You may feel rejected by friends or family members, you will definitely get some rejection from your children (especially if they’re teenagers!), and, more than likely, you’ll also get plenty of...

When you’re starting out in the financial planning business, it can often be difficult to believe in yourself and your ability to create a successful seven-figure independent firm. However, without the confidence in yourself and your business, you will likely never be...

We all know that investing, just like almost any other part of life, involves risk. Knowing what your clients’ risk tolerance is, however, is the key to a truly successful and fulfilling business. As advisors, we can easily fall into the trap of assigning risk...