How Much Does a Polar Bear Weigh?

Enough to break the ice! (ba dum, tsh!) “Speaking of polar bears, have you read the article on them in the most recent issue of American Lifestyle that I sent you?” I know. It’s corny. But this icebreaker (submitted by our very talented production artist, Chelsea) is just one of the many ways you can… Read more »


Mailing List Tips: Identify Your Connectors

If you’ve read Malcolm Gladwell’s book, The Tipping Point, you’ve learned about three different archetypes of people out there: Mavens Salespeople Connectors Mavens are the knowledge bases in life. They seem to have random trivia stuffed in every nook and every cranny of their brain and are happy to share anything with you. These are… Read more »


How Financial Advisors Can Connect with the Next Generation

Updated September 2023 “A good hockey player plays where the puck is. A great hockey player plays where the puck is going to be.” – Wayne Gretzky,  former professional ice hockey player and head coach There’s a great business lesson for financial advisors hidden within Gretzky’s words that are especially relevant given the tremendous wealth… Read more »


Don’t Let Them Take Your Love

Frustration with another person can take an immense toll on your productivity and general well-being. It is usually not that long until frustration turns into anger, and anger tends to build inside of us the more we bottle it up. When we view the world through a lens tinted with irritability, the negativity spreads and… Read more »