E + R = O

E + R = O

Over the past year I have been exposed to new business ideas that have enhanced my ability to serve clients and has impacted how I go about life. Possibly my favorite new concept was learned from Jay Geier, Founder of The Scheduling Institute. Jay’s phrase...
The Power of Debriefing

The Power of Debriefing

Evaluated experience is what creates wisdom; it isn’t solely the experience itself. However, it seems that often times in business we don’t pause long enough to evaluate our presentations, events or processes. Many businesses just plow along doing the same thing time...

Choose To Be On Time

Being on time is most often a choice! For the most part people choose to fill their schedules, usually so full that they couldn’t possibly squeeze one more item into their day. So that at the end of the day they are drained, empty and maybe even not that productive....

Why Independence?

Recently my firm Catalyst Wealth Management went through a transition into a different business model of the financial services industry; the Independent Model. Thankfully throughout this process we have maintained a great relationship with our previous Broker Dealer,...