How do you scale special?

A sense of righteous indignation spread over the face of the advisor who approached me after a keynote presentation on “systematizing” financial planning service. The idea went against the very […]

Trade your To-Do list for a To-Be list

Somewhere along the way, with the best of intentions to serve better and grow faster, we become human doings swimming in a sea of to-do lists, pursuing the next productivity […]

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