We now have definitive research indicating that a client’s trust in and commitment to their advisor has a strong statistical correlation to the advisor understanding their client’s personal values, goals, objectives, and priorities¹². In addition, this understanding also supported higher levels of client satisfaction, implementation of recommendations, and referrals to friends and family members. However, […]
Satisfaction & Values
We Can Do Better Than “New Normal”
As nature starts to show signs of a changing season, here we are, again. The pandemic continues to upend plans we thought we made in confidence just a few months ago. School leadership is trying to adapt. Businesses continue to explore hybrid models to serve their customers. We have all found ways to marry the old […]
Financial Choices and Matters of the Heart
No matter how much or how little money you have flowing through your life, when you direct that flow with soulful purpose, you feel wealthy… When you let your money move to things you care about, your life lights up. That’s really what money is for. Lynne Twist The Soul of Money […]
Fostering Charitable Hearts
For those with a charitable heart, they know the secret: the very act of giving makes us happier. As advisors, you have the great privilege of helping your clients discover how best to meet their philanthropic goals. Helping to deepen their connection with their money, then direct it with soulful purpose is some of the most […]
Gratitude
In the midst of the hustle and bustle of preparing for the holidays, we are also reminded how important it is to pause and reflect on our many blessings. (A growing body of research indicates this practice has a tremendous influence on the quality of our lives—for an example, click here) As I reflect on […]
Helping Clients to Prepare for Old Age with Meaning & Purpose
It is not uncommon for individuals to avoid thinking about growing old because it conjures up feelings of dread and anxiety as well as images of inactivity, sadness, and decline. The truth is, however, that life can remain rich, satisfying, and meaningful throughout one’s lifespan. Each life stage offers challenges, but incredible rewards as well. […]
The Benefits of Buying Time
Most adults are increasingly experiencing a time crunch. The result is mounting stress and compromised health and vitality. And yet, despite their best efforts, many individuals express frustration about not being able to bring tasks to completion or having enough time to focus on what or who is most important to them. Scientists have even coined […]