Wildflowers

Wildflowers

by | Aug 13, 2023 | Tim's YouTube Channel

Growing a successful wildflower garden requires patience, the right conditions, and expertise. What lessons can advisors learn from these surprisingly complex...
Network

Network

by | Aug 1, 2023 | Tim's YouTube Channel

As advisors, we have limits to the advice we can and cannot offer our clients. How do we direct clients when they request information we are not qualified to...
Procrastination Hides Other Issues

Procrastination Hides Other Issues

by | Jul 24, 2023 | Blog, Featured

When a client says, “I need to think about it,” “Let me get back to you on that one,” or “I don’t feel good about moving forward,” they may be telling you more than they realize. To be clear, there are times when waiting is not only needed but required. In my...
Empty Nest Surprises

Empty Nest Surprises

by | Jul 8, 2023 | Blog, Featured

Summer is the season when many families change. Seniors graduate from high school and college. Children often marry in the summer months. A job change may require relocation.  I remember vividly a conversation I had with my mother 26 years ago when our oldest son...