I’ve heard many of you say that you want to market the way that I am, but you don’t know where to start.
Well, before I tell you were to start, let me give you the big picture overview.
FWPI Inner Circle subscribers will hear from PI Attorney Ben Glass this month. Ben is using the same […]

One of my favorite ways to relieve stress is to hit the go-kart track. 
I just absolutely love it.  I’m racing around the track and all I can think about is staying tight against the inside track and out-maneuvering the other drivers without getting kicked off the course for excessive bumping.
My kids love it too.  […]

The bank event was a huge success.
Here are all the numbers.
The bank manager mailed a letter from me with a cover letter from her (called a lift note) to 1,300 families.
The mailing was done twice - a week apart. The bank manager cannabalized the lift note I wrote for the 2nd day, so essentially the […]

Everybody screws up sometimes.
I do, you do, the guy down the street does. Everyone does.
It’s how you handle your screw ups that makes all the difference between good and great.
Case in point - our phones and internet have been up and down since Saturday.
Yep, we’re goin’ on day 5 now!
Now that I’ve calmed down, I […]

No, the subject line is not describing the requirements of my next dream vacation.
Unfortunately, it’s describing the current state of our office tele-communications and it’s been that way off and on since Saturday! What a pain in the rear!
Fortunately, I can communicate with you and my clients through my dedicated CRM or customer relationship management […]

Happy Monday
I spent my Sunday doing everything BUT what I had on my schedule, which was to finalize the presentations for the bank seminars this week.
I did end up finishing them before I went to bed.
But, while I was procrastinating I spent the whole day doing something I don’t get to do often enough, but […]

Several weeks ago on my blog, I told you about a presentation I’ll be doing next week in the branch of a local bank in town.
And, several of you won the mailing and my commentary on the promotion in a contest I had on the blog.
You’ll get that in the next couple of weeks after […]

I’m so excited to share this with you, I think I might jump out of my skin!
Today, after many challenges and learning experiences, a huge investment of my love, my energy, my money and my time, I am proud to give you a sneak preview of the Family Wealth Planning Institute website.
http://www.familywealthmatters.com/home
If you are a […]

I was riding my bike down the beach yesterday and I noticed I was riding much farther than I normally do, much faster.
I thought I just had an excess of energy and was enjoying myself so much, I just kept riding.
Then, I started to notice the people coming in the other direction seemed to like […]

This past week had to be one of the most incredibly overwhelming weeks I’ve had yet.
To begin with, it was one of my "kid" weeks. My ex-husband and I share custody and Kaia and Noah spend a week with me and then a week with him.
I always know that my "kid" weeks are going to […]