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Adapt and Innovate (and Order the Tamales)

Meds for my sick dog.

Battery for the thermometer (normal temp, thanks).

With an unexpected bonus stop along the way.

[Read more…]

That Time I Outsourced Authenticity

It sure seemed like a great idea.

After all, I thought writing thank you cards to advisors was a bit of a menial task.

So, in year two of my wholesaling career, I decided to employ an assistant to write the cards.

[Read more…]

My Girl Whoopi

Are you familiar with 30 Rockefeller Plaza in NYC?

You may know that high atop 30 Rock stood The Rainbow Room, which used to be open for dining and made a great place to entertain advisors.

[Read more…]

Time To Do My Nails

I’ve admitted it before, I’ll admit it again: I tend to be a workaholic.

And no, it’s not something I’m proud of.

[Read more…]

Confessions of a Hotel Snob

Back in the early 2000’s I was down in Macon, GA riding with a wholesaler. 

We put in a full day of five solid appointments, then a dinner and it was time to find the hotel for the night.

And that’s where it got ugly.

[Read more…]

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