We’re Hiring!   Senior Client Services Manager

We’re Hiring! Senior Client Services Manager

You feel it. That pit-in-the stomach on Sunday around 4 p.m. that reminds you that – while you love investment & financial planning advice – you are disenchanted with the robotic service you provide to clients. …That’s the moment for a scene change. Imagine...
The Worthy Pursuit of Deep Work

The Worthy Pursuit of Deep Work

Reflections on Deep Work: Rules for Focused Success in a Distracted World By Cal Newport Written by John Mullett We live in a frenetic, fast-paced, increasingly connected world, driven by rapidly advancing and changing technologies. The internet, social media, email,...

The Power of Partnership

Last summer, if you were to ask me, “How’s the summer going, Liz?” I would have said I was happy, but there was so much change.   I experienced personal changes – a change in daycare, my husband’s job, and a move (which is a lot!). But also, our company...
On Turning 65

On Turning 65

In my career, I have witnessed other professional practices, like a law or CPA practice, who have a lead advisor get to the age of retirement – and yet, the person remains in the practice.  In the past, I jokingly referred to this person as “The Grand Old Man”. As I...
“What if this is an awful dinner?”

“What if this is an awful dinner?”

Picture this:   It’s a warm summer evening with my husband and children in the backyard playing. Dinner will be ready in about ten minutes and I am setting the table. It is one of those evenings where I arrive home in a hurry. Needing to cook dinner, I find a...
#TeamPleasant

#TeamPleasant

It wasn’t their first rodeo… some had rappelled, some had rock climbed, all had done adventurous outdoorsy things in the past. It is just that feeling you get when you are gearing up, standing on top of a 14-story building, peering over the city. That’s when the...