Hello, APW sisters! This is a public service blog aimed at my FiFP (Friends in Financial Planning) and anyone in the business of helping clients make big money decisions. I’m looking at you, Realtors, CPAs, insurance professionals, and mortgage brokers Not to brag (definitely bragging), but I have received many
The moment I heard about AI writing, I wondered if I was about to be out of a job. As someone who has built a business writing content for financial advisors, this was a concern. So, I decided to give AI a try to see what it produced. Here’s why
Check out my latest blog post to learn more,
In what ways do you want your life to look different? At the core of behavior change is the notion that a clear destination makes the journey possible. The more concrete you can be about where you’d like to go, the easier it becomes to plan out action steps that’ll
Have you noticed all the ads lately for fiduciary financial advisors? Fisher Investments seems to be leading the charge with their message that working with a fiduciary advisor is important. And they’re not wrong. This article explains why working with a fiduciary advisor can be a great decision, what a
I had the same question when I was hired by a large health tech company just under 4 years ago. Now, after sustaining one role and complementing it with a number of others in the health coaching space, including my first real go at entrepreneurial-ship, I know the answer to
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