What Now? Really! We have civil unrest on top of Covid-19! What Now? The answer is focus on future success. Watch me present What Now? on YouTube, download the What Now? slides on PDF. Even better contact me to build your own What Now? plan. Digital is great, personal is even better. So reach out and we’ll talk. Focus on Future

In the past few weeks we’ve been flooded with information, but….there is nothing like personal attention!  So call me, really! No charge to you. We need the personal & practical during this crisis. So contact me, really! We Need it Personal There’s been a tremendous volume of helpful tips & tools. This is helpful when we make it personal.

Calm Panic in 5 Steps Panic is rampant, again!  Keep reading for five steps to calm panic. Then download articles for more practical steps to lead productive client conversations. 1. Be Ready for Stupid Fear overwhelms the rational centers of the brain. It literally makes humans stupid. It’s not your clients’ fault. They can’t think

The FPA asked me to write a practical tips article based on their research paper Advisory Firms in 2030: The Innovation Imperative. I did, here’s a sneak peak. What to Do When Everything is Changing Writing the Top Performer’s Guide to Change led me deeply into change research and a special class of people, the Thrivers. The Thrivers

“Barbara, help me understand myself and everyone else!” Assessments are great for insight and understanding, if you have the right tool. There’s the rub! There are over 3000 assessments on the market today. How do you find the right tools? No worries! I evaluate workplace assessments to separate the good, the bad and the ugly, so you don’t

One big concern in talking about engaging women, both clients and professionals, is the one-sided nature of the viewpoint. Yada, Yada, Yada….men need to change for women… blah, blah, blah. It gets really boring. Even worse, people may assume that men are the “bad guys”. In Honor of Great Men Let me assure you, I greatly appreciate the

Spring is college graduation time and a launch into financial independence.  Unfortunately, while parents may be eager to be free of financial burdens, graduates may not be equally eager to assume them. Launching a graduate into independent adulthood can be a difficult transition filled with conflicting expectations and mutual disappointments.  Now is the opportune time for parents to avoid 3 parent

Aren’t you so tired of the mouth-foaming vitriol all over the Internet? I am! When I share my 3-D’s of digital etiquette, compared to our 3-I’s cesspool, people laugh and say, “That’s so right!”. One of my favorite publishers encouraged me to write it. Here we go…..(Now, I might be the target of mouth-foaming vitriol)  The 3

Tough Talks (by yours truly) is today’s cover story in the Journal of Financial Planning. Keep reading for the top take-aways. Why is It So Hard? I’m frequently asked: “How do I talk to this upset client?”, “How do I diplomatically correct this team member?”, “How do I share my concerns with my partner without offending?” We struggle to