When I meet a new advisor and tell them that I speak about the psychology of business owners and how to make it easier for them to let go when the time comes to exit their business, they usually groan and say something like “Good grief, I spend half my time in every deal playing a part-time psychologist for my...
I was at a networking cocktail party two weeks ago and the investment banker I was talking to kept checking his phone. He apologized at one point, explaining that his wife was driving to another state with his daughter who was starting college the following week. He was, understandably, nervous about them being on...
This week begins March Madness, the NCAA men’s basketball championship tournament. From now until the final game is played on April 5, film crews will be capturing the most memorable moments – from the joyous to the heartbreaking - to craft into a video montage played at the end of the tournament over one of the...
Today is Groundhog Day and millions of folks all over the country will be looking to see if there will be 6 more weeks of winter by watching the antics of a groundhog named Punxatawney Phil. You know, if he sees his shadow, we get six more weeks of winter. If not, then spring is right around the corner. In many a...
Every year, I press pause for the last few weeks in December to create space for reflection and to connect with the people who are important to me, always encouraging you as my readers to do so, too. In any other year, I would ask you these two questions to open a space for that reflection: “On a scale of 1 to 10,...
REFLECTIVE QUESTIONS TO CONTEMPLATE AS YOU TURN THE PAGE *** CLOSING THE BOOK ON 2020 What did I embrace in 2020? What did I let go of in 2020? What changed for me in 2020? What did I discover about myself in 2020? What was I most grateful for in 2020? When did fear hold me back in 2020? Where did I demonstrate...
Do you need some motivation for practicing gratitude this Thanksgiving? It turns out that gratitude is good for our bodies, our minds, and our relationships. Advisors and business owners who feel honored to work with each other close deals at substantially higher rates and are happier with the outcomes, which leads...
There are lots of things that cause business owners to bolt upright in their beds at 3am scared out of their minds when they’re selling their business. Whether the tale of your next deal is a horror story filled with regrets or has your client telling all their business owner friends about the fairy tale ending...
Listen: Your Life, Simplified, Podcast with Mariner Wealth Advisors: Transcript: George Fernandez: Thank you for downloading this episode of "Your Life Simplified". My name is George Fernandez, and I'll be your host for this episode. Here at "Your Life Simplified", we strive to bring you relevant and timely topics...
“I can’t take it anymore!” Ed shouted into the phone when I answered. He was understandably exasperated. This was the third time his client, Walter, had threatened to blow up the deal he’d been working on for months. “He told me he’s not sure he wants to sell the business anymore. Can you believe that? We’re set...
