Stories From Your Story

Stories From Your Story

by | Sep 18, 2022 | Blog, Featured

If you want to make an impact in the lives of your clients, weave stories into your conversation. In my experience, the best source for those stories is remembering and sharing turning point moments from your own life. All financial professionals go through some...
It’s the Noise!

It’s the Noise!

by | Jul 31, 2022 | Blog, Featured

The agenda set for a client meeting may be predictable: Has anything changed since we last met? Review the recent quarter or the past 6-12 months. Re-visit the asset allocation. Any recommended changes?  “Good to visit with you. See you next week at the symphony...
Acceptance

Acceptance

by | Jul 24, 2022 | Blog, Featured

As many of you know, I am a polio survivor. When that insult showed up at 13 months of age, my life changed, and that of my family. I was one of the lucky ones; only my left leg bears witness to its after-effects. Not even imagined at that moment, polio’s...
Anniversary Gift

Anniversary Gift

by | Jul 10, 2022 | Blog, Featured

Forty-seven years ago today (July 12th), two green and starry-eyed, very young adults married each other in a beautiful church in West Palm Beach, FL. With family and friends gathered, all wondered if we would make it. I say with an impish twinkle in my eye, “Kathie...
Vulnerability Revisited

Vulnerability Revisited

by | Jun 27, 2022 | Blog, Featured

Five years ago, almost to the day, I re-defined what feeling vulnerable means. But I will get to that later. Brene Brown has revealed how powerful vulnerability can be in bonding our lives to others. Her TED Talk, “The Power of Vulnerability” is a must-watch for...
Grief Far and Near

Grief Far and Near

by | May 30, 2022 | Blog, Featured

The horrific murder of 19 children and 2 teachers at Ross Elementary School in Uvalde, Texas last week has found me, like most of us, asking questions—again—that cry out for answers. As those precious families grieve the loss of their beautiful children and the...