Stronger Relationships Creating Trust

I am sitting the Orlando Airport waiting to board a flight to head back to Denver after presenting a session to a group of Wealth Advisors on behalf of Investment Management Consultants Association (IMCA). I was talking about how treating the client ethically,...

Updated Website

I have updated my website to include a brief video montage of me presenting Concepts around effective communications and the emotions related to the words we use. It is based on the book “The Language of Trust” by Michael Maslanski et.al. and was part of a...

The Fred Factor by Mark Sanborn

I had the opportunity to hear Mark Sanborn last evening at a dinner event for Johns Manville.  (I am facilitating a team building exercise for them this evening.)  Mark touched on so many ideas relating to building a successful organization, team, and customer...

“When a Tailwind Becomes a Headwind”

This afternoon (4:00 P.M. EST) I am participating in a webinar sponsored by Peak Capital Management.  I believe it will be very helpful for those advisors who have clients with fixed income positions, concerned about the inevitable change in interest rates coming down...