One of the biggest misconceptions about an advisor’s success is the idea that his or her services, planning and advice are what clients want most. They’re not. Clearly, your services, advice, and recommendations are important. But there’s something more important. And it’s not the results of your recommendations or the benefits you offer. It’s not the

Thank you for being part of my online “family.” Use this Holiday time to rest and enjoy YOUR family, so that you’re refreshed for the year ahead. I’ll keep trying to help in any way I can.

“How do I get referred “up”? is a question I’m often asked . The answer is almost always a question from me, “What’s ‘up’”? The people who could arrange introductions for you don’t know what you want. A client with very little in the way of assets or insurance need believes that your primary work

Our family has a tradition at Thanksgiving dinner, answering the question around the table about what we’re each grateful for. For most of the adults, the response is about being together as a family. For the kids, it can often be about the food—especially the desserts. I am grateful for a loving family and friends. 

Getting to the Top of the Table from Ville Platte, Louisiana, ranked the poorest town in his state, 7-time Top of the Table veteran, Todd Veillon built a family business on his passion for helping people. Todd tells us that if you’re hesitant about going to friends and family, you don’t believe in what you’re