Financial Education in Turbulent Times

My last couple of blogs have really hit on the issue of financial education to develop greater financial capability for the consumer. Why am I harping on it more? Yes, it is my passion and the core of why Financial DNA was developed. However, the need is now “red hot” with the [...]

Knowing Self Increases Financial Capability

Core to my passion is seeing people take more personal responsibility for their financial decisions. In the end this is actually key to your financial success, and overall quality life. To take more personal responsibility means increasing your financial capability. I believe there is an obligation on yourself to get the [...]

Birth Order and Behavior

One of the questions I am often asked is does birth order influence your behavioral style?
Well, based on the research we have performed, birth order does not influence your natural behavior. When I say natural behavior, I mean the core “hard-wired” behavior which is based on genetics and then shaped into [...]

Being or Doing

I am meeting and communicating with an increasing number of people who are searching for more meaning in their life. Or put another way discovering their life purpose.
To be honest, a lot of what many people are doing is just searching. Life purpose discovery is difficult and in many ways a [...]

Balancing Life Return and Financial Return

The other day, I was having a philosophical discussion with one of our Wealth Mentors about the role of advisors in the life of a client. “Around the traps”, very often wisdom is brought up, or providing peace of mind, and of course, managing the performance of [...]

What Are You Passionate About?

In recent weeks, I have had so many conversations with people where passion has come up in various ways. So, I thought it would be good to put some more energy into it by commenting on it in my blog. I even did a very interesting interview with one of our Wealth Mentor’s last week [...]

Sow Into Others Lives and Grow Your Own

Last week a colleague of mine sent me the following quote:

“Every time you build into the life of another person, you launch a process that will never end.” – Howard Hendricks

This quote has a very powerful message which I feel all of us should think about and action.
You do not [...]

What is Balance?

During a recent Wealth Mentor Training with a group of financial advisors we were discussing our definitions of a “Quality Life”. A number of advisors made a very key observation: Is there such a concept as a balanced life? Can a person really have balance? This discussion really hit a chord [...]

Entrepreneurs Feedback – What Makes People Successful

In a discussion with a group of entrepreneurs, I asked them the question: What Makes People Successful?
I enjoy asking questions like this. I always learn something from others perspectives and insights. It gets me to think at new levels. As you may expect dealing with a diverse group everyone’s responses were [...]

Life is More Important Than Money

Where is your focus? What message are you conveying?
Whatever you are doing in your life or business, perhaps consider the message which is behind the following google research that I have recently done with one of our Certified Wealth Mentors George Vieth whilst “word-smithing” how we define our own values and [...]