Seeing is Believing: Noticing Financial Blindness for a Better Future
Maybe you’re one of those people who immediately noticed the hidden image in the FedEx logo. But for many of us, myself included, it was an “aha” moment to discover a hidden arrow nestled between the “E” and the “x.” And now that our brains have registered...
My Gift: Seeing What Others Cannot See So Clearly
Recently, a client asked an unexpected question: “What would you say your zone of genius is; what’s your wheelhouse? Without skipping a beat, my answer was this: “Seeing what others can’t see clearly.” I found her question unexpected because we’ve...
The Most Valuable Financial Tool You’ll Ever Need is This…
Next week, I’m hopping on a plane for a speaking engagement. The audience? Financial professionals eager to use behavioral finance to build deeper client relationships—and, of course, drive greater financial success for their businesses. In other words: I am...
Want to Join the Alpha Launch? 🎉
I grew up with one primary approach to goal setting: SMART Goals—Specific, Measurable, Achievable, Relevant, and Time-bound. You know, the kind where you’d write down something like: “Save $10,000 in 12 months.” Makes sense. To a degree. Then, once I...
