Looking forward to a new year, Dennis and Katie describe how they’ve structured this into an annual activity with their team and how it could translate into a powerful tool for couples and families planning for the year ahead. With thought-provoking and sometimes challenging prompts, the Looking Back/Looking Forward exercise provides a framework for reflection […]
Do you have a plan for the new year ahead? Dennis and Katie reveal how their planning sessions at year-end evolved into a need to recast their vision for the future. They reflect on their journey and share what led them back to the drawing board to recraft their future growth plans for the firm. […]
Dennis and Katie give some examples of the random collection of investments and products they’ve seen built up over time on client statements. They explain why a cluttered portfolio can be a detriment to achieving financial goals while highlighting the importance of a cohesive strategy and identifying purpose when choosing to add something new or […]
Dennis and Katie discuss Morgan Housel’s new book Same as Ever: A Guide to What Never Changes. Dennis and Katie dive into Housel’s chapter titled “Does Not Compute”. They explore the author’s real-life examples of how motivation, emotions, and mindset heavily influence human performance and investor behavior. Get the book: https://www.morganhousel.com/ Connect with Katie & […]
This episode is all about abundance. Dennis and Katie share how they help clients to permission themselves to live abundantly, not only during the holiday season but all year round. This is just a part of their role as financial advisors to encourage the families they work with to develop a consistent money mindset. Connect […]
The feeling of control when it comes to money can be triggering. Dennis and Katie share the varying ways control shows up in client conversations. Our perceived level of control can have lasting impacts on our emotions, tolerance levels, and how we see the world. Katie and Dennis also discuss how a perceived lack of […]
Most advisors tout the benefits of sacrificing the now in favor of the future. However, the savings habits formed by clients can cause a tougher transition when turning those savings into a paycheck. Dennis and Katie discuss some drawbacks of delayed gratification in personal finance. They share how they coach couples through these transitions and […]
Why does growth matter? Feeling energized on the heels of Future Proof, Dennis and Katie share their view of what it means to be a growing advisory firm and why that should matter to clients. They offer how they see their own firm’s growth leading to better service, better offerings, and more attention for their […]
At the end of each quarter, Dennis and Katie’s team provide a live public commentary on market performance. In this podcast episode, the advisors share their belief in the importance of this type of communication. They reveal the common themes that pop up in their market commentary and how they encourage healthy investor behavior. Katie […]
How do you communicate about money? Dennis and Katie work with many couples who have different communication styles. In this episode, they highlight the differences they see in communication styles and how that impacts the financial conversation. Katie and Dennis share how they help as advisors to facilitate a safe space for money conversations. Connect […]
