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Desperation vs. Enthusiasm: A Financial Advisor's Guide to Recognizing Head Trash
In the world of financial advising, the line between desperation and enthusiasm can be particularly blurred. The constant pressure to...
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Theresa Barnard
Jan 252 min read
Time Bandit at Your Door: Conquering Parkinson's Law for Financial Advisor Superpowers
Financial advisors wield magic. You transform financial anxieties into confident dreams, guiding clients toward prosperity and peace of...
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Theresa Barnard
Aug 24, 20233 min read
Business Exit Planning & Business Operating Systems
In the past week, I’ve found myself in more than one conversation about business exit planning. It makes sense, there are a lot of small...
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Theresa Barnard
Aug 24, 20233 min read
What is a Fractional Integrator, and how can one help my company?
Fractional – A full time executive that splits their time among multiple companies. Integrator – The integrator is a seat on a company’s...
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