Tag Archives: confidence

Creating “two-fers” in your life

When I coach and train financial planners to become financial life planners, we often talk about finding “two-fers”.  Two-fers are when you can pull together 2 things that someone wants in their life into a single solution or action.  I … Continue reading

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Do you have total well-being?

Another book I have finished is “Well-Being” The Five Essential Elements.” By Tom Rath and Dr. James Harter.  Tom Rath brought us the Strengthsfinder assessment.  And just “Strengthsfinder 2.0” there is a secret code in the book that allows you … Continue reading

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Your relationship with money

I just finished reading Geneen Roth’s new book called “Lost & Found”.  She has written a number of books, mostly on eating issues, including the NY Times Bestseller “Women, Food & God”.  I read that one too.  In short, Geneen … Continue reading

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Understanding Your Work Rhythms

Recently, I have been thinking about how I like to work.  Some people prefer to have an even rhythm or energy level to their work life.  I am starting to think that I prefer a high-intensity schedule balanced with periodic … Continue reading

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The importance of success habits

“Success habits” are not routines.  Many of us have routines that actually don’t support the success that we want to achieve.  They are comfortable, we know them, but they don’t really do anything for us.  Maybe it’s when you get … Continue reading

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Making lemonade

Ok, so I’m writing this from the Washington Dulles airport. My plane is “broken”, and we’re going to leave at least 2 ½ hours late. So, what to do? Take a deep breath, charge up the laptop and head over … Continue reading

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Taking care of yourself

Taking care of yourself. In my conversations with fellow business owners and entrepreneurs, I often find that they are the last one to “put their oxygen mask on” (like on an airplane) even though we all know that you should … Continue reading

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What is your client experience like?

Have you ever been a client of your own services?  I have.  One of the most eye-opening experiences that you can have as a business owner is to be a client.  As a financial planner, I find that many planners … Continue reading

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Revisiting “First Things First”

Here I am channeling Stephen Covey again.  I think that this wisdom is especially important in today’s overly “urgent” world.  In short, there are 4 categories:  Urgent, Not Urgent, Important, Not Important.  Often we are lured into pseudo “urgent, not … Continue reading

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The Power of Weekly Planning (& Intention)

Ah, the power of weekly planning.  How often do you sit down and plan your day? Week? Month? Quarter? Year?  I just sat down, as I often do at the end of each week, and planned for the next week. But that’s … Continue reading

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