Resources

The Mindset Blog is your go-to resource for thought-provoking ideas and actionable strategies. Through a blend of unique perspectives and expert analysis, we provide ongoing insights to help you navigate challenges, embrace opportunities, and cultivate a growth-oriented mindset. Whether you're looking for fresh inspiration or practical advice, our blog delivers the tools and perspectives you need to stay ahead in an ever-changing world.

Tune in to our podcasts for a dynamic blend of inspiration and actionable ideas. The 90 Second Coach delivers short, punchy insights designed to spark immediate impact—perfect for busy professionals on the go. For deeper dives, The Long Play (LP) explores more developed ideas, offering thoughtful discussions and strategies to help you think bigger and achieve more. Whether you have a minute or an hour, our podcasts provide the ideas and perspectives to fuel your growth.

Discover the core principles of success with Advisor Mastery, your comprehensive guide to excellence. Available in online, audio, or hardcover formats (available soon), this essential text unpacks the 8 Essentials to elevate your skills, mindset, and results. Whether you're looking to refine your approach or transform your practice, Advisor Mastery is your roadmap to achieving lasting impact.

​​​

​​

​

Explore our curated book reviews, designed specifically for financial advisors. We read, summarize, and evaluate each book through the lens of a financial advisor, providing clear ratings and actionable insights. Whether you're looking for inspiration, practical strategies, or fresh perspectives, our reviews help you discover the most enlightening and beneficial resources to elevate your practice.

​​

​

​