The cobbler’s son has no shoes. The financial planner has no money. Here’s where I went wrong last year… Last year was a great year
April 23, 2025
So, you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
…and so many more. Check out our blog today for a smarter tomorrow!
The cobbler’s son has no shoes. The financial planner has no money. Here’s where I went wrong last year… Last year was a great year
Financial Zen was born 9 years ago, but I’ve finally seen the light. We’ve been doing it all wrong. So moving forward… – We’re moving
It’s not closing a new member. (THEIR life is about to change, not mine.) It’s not when people follow the piped piper and stay invested
It’s my Financial Planiversary! 16 years ago today I became a financial planner. I’m in the messy middle of Phase 3. It’s a new chapter,
She DM’d me on LinkedIn for an informational interview. Always happy to help potential future planners, I fit her into our very busy calendar…and boy
The tide shifted this week. It was subtle, but I could feel it. This was the first week our team didn’t feel like just an
I’m 30,000 ft over Tennessee on my way to the East Coast. One of the flight attendants does NOT want to be here. The other
#earnedit Friday. Our final team member is now in place. And we are looking formidable. It’s been a loooong road, but I think the next
There are broken links on my website. The production quality of my video content is lacking. Some people don’t like the orange in our brand
The marketing world says your messaging is working if you’re attracting the right people and repelling the wrong people. We are. So it is. But…
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