Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
The Advantages of Low Expectations
We all want desirable outcomes – those outcomes that bring us happiness, peace, and prosperity. Because we desire such outcomes, we may go into situations having high expectations. But it may be more beneficial to temper our...
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Hanging with Dru Ashcraft at the NWF Advisory Conference
With Dru Ashcraft at the NWF Conference, our advisory guru!
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Group Photo from NWF Conference
I had such a great time at the NWF Conference in Irvine!
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Fun at the NWF Conference
Hanging with my branch manager, Shehab, at our recent conference.
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NWF Advisory Conference
I had such a great time at the NWF Advisory Conference in Irvine last week with my new assistant Lynda Kuiken!
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First Citizens Bank Walnut Creek
I had the pleasure of attending the Grand Opening of the First Citizens Bank Walnut Creek Branch! Great food and great conversations!
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Mastermind Conference in Florida
I had the pleasure of spending two days in Fort Lauderdale with my Mastermind group, learning ways to better serve my clients. It was a great experience, and it was so nice seeing everyone in person!
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Fun with NWF Advisor Group
With me are colleagues from my branch at NWF Advisor Group, including my Branch Manager, Shehab Mohammad, and Dmitry Goldin, President and CEO of Royal Alliance. I attended a wonderful Women's Forum Conference in San Diego and had a...
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Behavioral Financial Advisor Training
I had the pleasure of attending the Behavioral Financial Advisor Training in Newport Beach last week. I met so many wonderful people and learned how I can deepen my client relationships and better help them with their future.
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Magellan Business Planning
Attended a great Business Planning meeting in Ft. Lauderdale with my coaching group. It was so great to see everyone. Here I am with Coach Joe Lukacs!
Read MoreFamily Financial Preparedness
I recently lost a dear cousin who died unexpectedly during a medical procedure. Her passing brought up many personal thoughts and emotions, but it also prompted a professional consideration as well. Like many families. my cousin...
Read MoreThe Virtue of Slowing Down
Time is an interesting dimension. It is a fixed measurement, yet our perception of time varies greatly depending on what we are doing. It has been said that the longest eight seconds in life is riding a bull. I never rode a bull and...
Read MoreThe Peril of Investment Fads
As we are midway through the year, it can be a good idea to take stock of what happened so far, and what we can learn about it .Looking back is an important activity as we seek to progress. It’s not about beating ourselves up...
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