May 20, 2021

Can You Hear Me Now?

In “Can You Hear Me Now?” I’m sharing thoughts on listening and how doing more of it can lead to better results. If I mentioned the name Paul Marcarelli – would you have any idea who I am talking about? What if I said “Can you hear me now? Good.” You would likely say “Hey, it’s the Verizon guy…”. A ubiquitous tag line that we still remember from 20 years ago (yes, it was that long ago…). Paul Marcarelli was the Verizon Guy for 10 years, doing over 250 different versions of that ad and my guess is right now […]
March 4, 2021

Sticky Is Good

In “Sticky Is Good” I’m sharing thoughts on resilience and how being more like a postage stamp can be a good thing. “Success is not measured by what you accomplish, but by the opposition you have encountered, and the courage with which you have maintained the struggle against overwhelming odds.”—Orison Swett Marden I hadn’t thought about this particular quote in a long time and might not have at all had it not been for a unique set of circumstances two weeks ago. We ordered take-out from a pub we’re supporting during these Covid times in Oakville, Ontario , and along […]
December 23, 2020

Calming Covid Shocked Clients

In “Calming Covid Shocked Clients” I’m sharing thoughts on how financial professionals can readjust their perspective on what is happening in the lives of their clients during times of crisis and anxiety. Let’s take a trip back in time, shall we? Back, way back, to 2020 BC. As in 2020 – Before Covid. It was a simpler time. My wife and I were sitting poolside in Mexico, celebrating her recent retirement after 37 years of teaching. The gentleman next to us said, “Have you been reading anything about this new Coronavirus?” “Cornona-what? No. Never heard of it.” “Seems to be some sort […]
July 17, 2020

The Glass is Half Full (Part 3)

In “The Glass is Half Full (Part 3)” I’m sharing some snippets of a longer conversation that I recently had with Richard Killen, a Licensed Insolvency Trustee with Richard Killen & Associates. Our conversation spanned a wide range of topics centred on the personal finance space and this episode will wrap up the three-part series of Glass is Half Full. This episode starts off with the with what a I call an “impact question” about personal finance –  “What is the Value of Time?”, then we tackle one of my favourites, “What is the deal with Goals?” and wrap up […]
July 3, 2020

The Glass is Half Full (Part 2)

In “The Glass is Half Full (Part 2)” I’m sharing some snippets of a longer conversation that I recently had with Richard Killen, a Licensed Insolvency Trustee with Richard Killen & Associates. Our conversation spanned a wide range of topics centred on the personal finance space and I’m hoping to present a few insights over this and the next episode of Money, Motivation and More. This episode will start off with the what I often call the “big question” of personal finance –  “What is the biggest single thing to create a better financial future?”, then we tackle “How do I […]
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