Latest Articles
Discovering the Cadence of Care
Introducing a client-care practice culture starts with one gesture, one conversation, one thoughtful question at a time. My pastoral training and years of experience do not give me a pass when it comes to being purposefully engaged and fully present with another human...
Addiction
According to the National Institute on Drug Abuse, the use of tobacco, illicit drugs, and alcohol costs our nation over $700 billion a year in health care and work-loss related expense. This figure does not begin to touch the toll addiction takes on families and...
Befriending Silence
Noise is a tenured resident in our modern lives. Whether it’s the whirl of a tumbling dryer, the muted voices of sportscasters calling a game, the hum of an automobiles’ engine, or the buzz of the florescent fixtures in our offices, all manner of noise is with us and...
Make Care a Verb
There has never been a time in my 63 plus years of life when it felt like we were drowning in words. We e-mail, tweet, post, blog, send, forward, save, edit, create, copy, paste, delete, and share words at an alarming rate. The fact you are reading this discussion...
The DOL Gift, Part 3
What does it mean for an advisor to truly "serve" a client? To answer that, let us look at the third gift that the DOL offers, for it is a gift that keeps on giving. Over the last 20 years, the transition from commission-based to fee-based business in financial...
THE POWER OF PERMISSION
You would think that working with and being around adults most of the time would free us from needing to ask anyone for permission to do anything. With maturity comes autonomy, with autonomy more responsibility, and with both of those, a sense of self-actualization...
Connecting with Stories
The pressure to develop new clients always stares us in the face—normally on Monday morning! As the manager who hired me wisely taught, “new relationships are oxygen to your business.” We all know it and yet the vast majority of advisors in our firm and all firms...
Navigating Client Fear
The words “investor” and “fear” seem joined at the hip. One client expresses unconcern with the market reaching new highs while another sits on the sidelines unable to pull the “buy” trigger. The first client is fearful of a pullback, correction, or bear market...
Divorce and its Impact on Children
What are some ways we can support our clients through a divorce when it comes to their children? Through the years, I have had dozens of conversations with divorcing couples whose love and concern for their children is and must be number one. Parents separating and...
A clarion call to lead with purpose, Cadence of Care offers a wise and practical guide to deepening and enriching client relationships.