Passion
The Life Experience I want to Create
But my Financial Advisor doesn’t ask the right questions! Sadly, not all financial advisors are fully committed to exploring your hopes and dreams and then matching your financial plans to deliver those expected life experiences.
What’s Certain is Uncertainty
As a financial advisor, you have done a good job of helping your pre-retired clients dream, define their ideal goals and manage a portfolio to achieve those goals. But that may or may not have anything to do with their reality.
The Perpetual Income Stream
As a child, each of us had dreams of who we wanted to be and what we wanted to accomplish. As we mature, we begin to lose sight of those dreams and aspirations as the daily reality of life takes up more and more of our time.
Management Principle: Balance
If the pressures of life rob you of your ability to relax and take in life around you, something’s wrong. We have a greater need today, than any other time in history, to find balance.
A Process for Building Your Quality Life
Currently, there is an increasing trend toward people searching to find greater meaning in their lives. Gradually, more and more people are having the courage to do it and not just talk about it. But it can be difficult to understand the steps that need to be taken to find more meaning without a plan, and understanding where you are ‘now’ and what needs to be done to reach your quality life goals.
Will We Live to 150 Years Old?
Sonia Arrison tells us that living longer lifespans will affect all aspects of society. In her book, 100+ , Arrison acknowledges that doubling one’s lifespan and working years may sound overwhelming, however economists at the University of Chicago have demonstrated that longer lives mean greater wealth.
Financial Performance in the New Behavioral Economy White Paper
The winds of change are moving fast through the modern economy, and this includes the financial services industry. What we are seeing is the emergence of the “New Behavioral Economy” – where the client is king and behavioral finance is in. This means the approach to providing [...]
Practicing Performance
In many cases the difference between success and failure is small. One action or one decision or one more attempt can be the difference in the outcome. Usually, we are in the way of our own performance and so it is critical to keep out of our own way.
Have you noticed some people find success [...]
Dream Bigger Than You Can Think
In recent times I have done a lot of talking about your “success impediments”. What is getting in your way to success? A lot of the time it is our own mind. We allow negative thinking to get in the way. This will be true at any time particularly when times are [...]
Redeploying Your Talents
The current financial crisis is bringing to light a huge workplace shift. For many baby boomers, they only had one career or expected to have one career. The thinking of this generation was that upon getting your qualifications you had one career – working up the ranks often in the same company. Today, it is [...]
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