Can You Turn Business Off?

So far, 2014 has been an eventful year with more than its fair share of tensions and distractions. And if you believe the recent financial advisor surveys, there is no let-up in sight. For the well-being of your clients and your personal sanity, I believe you should turn your business completely off for a couple […]

Spaghetti Code

A plate full of spaghetti…no sauce. Looks appealing. You only need to warm it up with some homemade marinara. Voila, comfort food at its best. Well, not always. Sometimes the noodles are stuck together in sticky mess. They can’t be salvaged. Martha Stewart’s best cooking secrets won’t help. Similar things can happen with financial software […]

Nine Year Old asks “Does God Talk?”

Does God talk? A few days ago, one of my former website members, Carol, signed up to receive my 30 emails in 30 days, but she issued a return challenge‚Ķ Robb, I’m in but here’s one for you – not business oriented. I’m collecting emails to put in a book for my nine year old […]

Roller Coaster Vision

Your vision for success is a personal decision that shouldn’t ride the roller coaster of up and down markets. Being engaged is all about developing and maintaining a passion for your clients, your career and your personal interests. It requires a steady commitment to your vision through both the good times and the tough times. […]

Too Busy

Have you ever gotten so busy that you stop doing something you really enjoy? I have. A few months back, I received an email from a member of my old website ( He asked me where I was hiding. Turns out he was looking for a campaign that I had created several years back. “That’s […]

How To Make Sure You Finish Strong

Take a moment to think back to the last time you stumbled upon a fabulous idea. Maybe this new concept was about your financial practice or maybe it had more of a domestic spin to it. Regardless of the idea, the all-important question is whether you followed through with your plan. I would bet that […]

Instilling Team Confidence Under Pressure

During an uncertain or falling market, you need to be aware of the way economic events affect you and your team. The same stress your clients are feeling could be impacting the folks who help you run your practice. Whether they’re thinking them or asking aloud, here are some of the questions your teammates may […]


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