Are 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→