• The pleasant surprise of a recent effort
• Bragging on our clients
• Intensive re-cap
• What created a slow and steady journey for me historically
• A meta-lesson around mentor selection and allowing influence
• A new development on retirement savings

Quotables

“Our clients are inspiring, beautiful, wonderful people.”

“How can I show up with good integrity and not needing people to change, but influence the relationships in a positive way?”

“Sometimes when you hit things it’s actually a wonderful opportunity.”

“We’re talking about moving forward doing more things in partnership together.”

“I had a long stint of I just want to do things my way.”

“Set a goal. Start working towards it.”