Do you know how many actions in your life are a result of blind tradition? Blind tradition can be defined as a habit that is performed simply because ‘it’s always been done that way’ and that you never really examine to find out why. I heard a great story that...

Not all financial advisors are created equally. While some are perfectly content to buy stocks for their clients and help them fund retirement accounts, others want to go deeper and form a stronger relationship with those they advise. If you’re an advice-based planner...

What do Walt Disney, Albert Einstein, and Steve Jobs all have in common? Many of you might say imagination, which is certainly true, but I would argue that there was something else there that made them truly great: curiosity. These three great innovators knew that if...

No matter what you tell people (or yourself), you likely want to be known as an interesting person. This can be especially prevalent among financial planners who often have the stigma of being boring or sticks in the mud. Unfortunately, many advisors try so hard to...