What If You Lose Your Financial Professional?

I hope you have the best Financial Professional in the industry!  Seriously, I do.  But Financial Professionals, good and bad, leave their current broker dealer (e.g. Morgan Stanley, Wells Fargo, Merrill Lynch, LPL, and more) for all kinds of reasons–good and bad. And it isn’t always pretty!  We could spend days talking about this.  But […]

Financial Wellness….What is It?

When it comes to money, everybody wants to tell you how to invest, how to save, how to retire rich.  That is like telling someone that they will be well every day of their life. Does not happen that way.  Life is a balancing act.  Life is ups and downs.  Life is learning as we […]

Money in Your Head, Money in Your Heart?

decisions are always hard…until they are easy Where are you trusting your energy when it comes to decisions about money?  Interestingly enough, on a nice April morning in Ohio, more than 12 people came to a program about money.  Some came because they were unhappy with their financial professionals; some came because they did not use […]

Include the Universe in Your Marketing Budget & Save Money!

there is no easy, simple way to say this, but, here goes:  The Universe is not only a co-conspirator but also a creative force in your small business!  Think about this.  If you consistently put your wishes for your business out into the Universe by talking about your hopes and dreams and what you need […]

Tell Me Why? Why Do Women Look for Financial Answers More Than Men?

REALLY, I WANT TO KNOW.  MEN, PLEASE TELL ME.  WOMEN, PLEASE TELL ME.  I HAVE JUST FINISHED PRESENTING A PROGRAM ON “HOW TO CHOOSE YOUR FINANCIAL PROFESSIONAL”, AND EVERY PARTICIPANT WAS A WOMAN.  AND THAT IS GREAT, BUT…IT DOES BEG THE QUESTION:  “WHY?”   WHILE MEN ARE PREDOMINANT IN THE CORPORATE WORLD OF FINANCE, DO […]