Occasionally, I have a potential client tell me they can’t afford the investment to hire me for financial coaching. Keep in mind, these are folks who have $100k+ incomes. But they can’t come up with a few hundred dollars a month to completely revolutionize their financial future? Now maybe it’s an excuse because they don’t think I’m the right money …

You might be wondering why your financial firm needs an emotional money coach (or what that even means.) As an advisor, you’re passionate about growing your clients’ wealth so they’re comfortable in retirement. They’re not worried about running out of money and able to enjoy their golden years. Some of your clients get it. They max out their contributions and …

Giving is good for you, which is why we shouldn’t just reserve it for the holidays. With Thanksgiving just behind us and Christmas on the horizon, many of us having charitable giving on our minds. We’re writing out our holiday gift lists, shopping for others, sponsoring kids for Christmas, and making year end donations. But did you know that giving is …