Man overwhelmed and covered in sticky notes

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 cool,” I thought, “he wants something from a website that has been closed for years.” Flattered, I found what he needed and sent it to him.

He updated the letter for 2013 and mailed it off to his clients.

End of story, I thought.


A couple days later the same thing happened again. And since stuff like this seems to go in bunches, the scenario repeated itself a third time.

Admittedly, this wasn’t an avalanche of requests. Nor was the campaign (helping clients get organized for tax season) exactly Pulitzer Prize material. So I was tempted to chalk it up to coincidence and just move on.

Then I started thinking…

When I shut down my website, I did it because I had gotten TOO BUSY working on other projects.

Profitable, long-term projects. Yes.

But they took me away from something I really, TRULY ENJOYED.

IMPROVING financial advisor performance.

Over the years, people have told me that I have a knack for unraveling complicated problems with simple solutions.

Whether it’s ramping up client service, growing sales or saving time, I help others make that performance leap.

And that’s why I’m writing.

For the next 30 days, I am going to share a new idea each day. On this ride, you’ll peer into my brain as I give my creative juices a kickstart.

You never know where this might lead.

Let’s kick back at too busy, shall we?

This post is part of a 30 day series. I typically cover topics related to improving financial advisor performance. From time to time, I write on other subjects that come across my desk.

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