Story’s Palpable Present

Story’s Palpable Present

Here begins the second of three posts on how our story’s past, present, and future create compelling client connections. What turning-point stories from your poignant past have bubbled up? Memories of challenges you faced, successes you enjoyed, and those...
Story’s Poignant Past

Story’s Poignant Past

Colleagues aware of my work with financial professionals know this: story is a primary subject to which I return often. With the writing of Cadence of Care and the launch of my website in 2016, I have focused on how sharing a personal story connects with clients. To...
Artificial Snow

Artificial Snow

Yes, it’s true. They are creating artificial snow at the Olympics in Beijing. Some like it, some don’t. Check the facts before you launch an international incident. The winter Olympic Games have been using some form of artificial snow since 1980. I’ve learned that...
The Happiness Factor

The Happiness Factor

Forbes, Trip Advisor, the United Nations, and other entities rate countries annually on the “happiness” factor. Costa Rica, Norway, Denmark, Vietnam, and Canada all rate rather high. The United States is somewhere in the mid-20s or lower. This year, ask strangers,...
Advising Couples Toward Retirement

Advising Couples Toward Retirement

I came across an online Forbes article by Robert Laura titled “When Couples Argue About Retirement” that snagged my imagination. The 2015 article shares links to a starting-point questionnaire. That instrument has both partners answering retirement lifestyles and time...
Retirement Conversations

Retirement Conversations

Carey sat in my office a couple of weeks ago to discuss an investment in his retirement. During our time together, I suggested a strategy not only for this contribution but for those that would follow in the next several years. Once he decided, he said, “I’ve been...