It’s Time to Take a Journey
A number of years ago, I was introduced to Brian Moran and the concept of a 12 Week Year. In brief, Brian describes a simple but very effective system of goal-setting and execution—the name comes ...
Have You Re-Read a Good Book Lately?
Anyone who has spent more than a day with me has probably heard me say “the person you become is determined by the books you read and the people you surround yourself with.” That’s a ...
Choose the Culture, Not the Company
As a budding financial professional, you’ll have plenty of potential employers to choose from. Most will give you some version of the same pitch, all about their great products, solid financials, and how they’ve been ...
