Archive for Financial Advisor Self-Care
Food, Glorious Food…And 9 Other Reasons..
Posted by: | Comments10) Food, glorious food (did I mention I’m Italian?)
9) My wild and crazy family who live up to all the Italian stereotypes (except for the Mafia)
8) Working next to my 12-yr old “puppy”, Lollie who wakes to inspect the yard or inform me that it is “dinnertime” - hers – not mine
7) Inlaws I actually like (love, truly)
6) Soul- and wallet-satisfying work, with financial advisors whom I am passionate to help succeed
5) Reconnecting with old friends and meeting new ones in social media, in person – and this website!
4) The ability to freely argue, debate – even loudly – over politics and other controversial topics without fear
3) My step-son , Josh, who has grown to be a wonderful man
2) A 70-something mom who has more of a social calendar than me
1) My partner-in-fun and tolerator of all my piccadillos, my darling husband Mark
These are my top 10 reasons to be thankful.
It’s only a few days until the day that those of us in the USA celebrate and give thanks for all of the blessings, rewards, gifts and accomplishments we have enjoyed this year. For me, it certainly has been a financially tough year for our family, and I wonder how the next year will pan out.
Still, because I’m a coach and all, I know that words have power, and that declaring what I am thankful for is more than just a list. And there’s more to it than even words. Read More→
Are You Grateful or Guilty?
Posted by: | CommentsAre you grateful or – guilty for not feeling grateful? Let’s face it, there’s been alot of bad news for financial advisors and their clients lately…and even successful entreprenuers are finding that their gratitude “buckets” have sprung leaks.
Take my client, Kevin, who needed to rebuild his practice. With a 20-year, thriving practice as a wealth advisor, he was earning in the high 6-figures – until last year. Now, like most advisors, he has lost many of his clients to bankruptcy, first-time unemployment and devastated retirement savings. Several have left, and he knows others are about to jump ship. “I know I’ve got to change something”, said Kevin to me. Read More→


