3 Questions to Help You Decide As you think about the new year and reflect on where you stand personally and professionally at this stage of your life, how do you feel you’re doing? On a scale of 1 – 10 how would you rate yourself when it comes to: personal and professional goal achievement; […]

3 Questions to Help You Decide…

Investment Industry Tom Dorsey Interviews Advisor Coach Bob David

Have you ever gone through a period of feeling weak, uncertain, worried or doubtful about your career, business or personal life? If so, then you know how debilitating that can feel. Its that sense of hesitation, vacillation, floating along without clear purpose or confidence in a particular direction or course of action. If we’re not […]

Did you watch the first Presidential debate and find yourself “armchair quarterbacking” and “second guessing” the responses made by the two candidates? Beyond the sheer spectacle of watching two culturally iconic figures clash who bring vastly different personalities to the battle, there are some Advisor success lessons to be learned here that go beyond just […]

Fall is my favorite time of year here in Virginia for lots of reasons…the arrival of cooler temperatures, colorful leafs on the trees and of course football season. One of my fondest fall memories was playing football for Coach Dick Sheridan at undersized Furman University back in the 80’s when we celebrated major upset victories […]

Have you noticed the slow, creepy shift happening with the next generation away from the virtues of business competition, hard work and free market capitalism towards a culture of entitlement, “participation trophies” and socialism? In my speaking, coaching and consulting engagements, I know that words and their meaning matter. And though the saying “sticks and […]

Did you hear that loud noise coming from across the pond after the Brexit vote? Like the culturally iconic Woodstock concert of the 60s, this event likely portends a summer of lots of background noise full of love for clash, trash and even cash for everyone within earshot. Time to “clash” : Just when you […]

Advisors who may be tempted to “sell in May then go away” for the summer might want to reconsider that strategy given what’s happened this crazy Presidential election year so far and focus instead on aggressively prospecting and managing expectations  like leading candidates  Trump and Hillary are being forced to do. Consider the daunting challenges […]