If you’re not feeling great, what’s one thing you can do to find some momentum? If you’re on a roll, tell us about it. How can you keep the momentum going?

New personal record, 80 pounds (36 kgs) per hand. Chest is sore like hell now but feeling like a fucking warrior. 💪🔥💪

The same week I hosted a client dinner, a magazine article about my tax and wealth management business was released! I was a little nervous about putting myself out there, but I did it! We have seen an increase in people going to my website. Waiting to see what happens next!

The morning after my client dinner, I was on a plane to Austin, TX to attend my first Ed Slott Elite Advisor Conference. This conference was really good. I struggled with joining the group because of the cost. However, I now know the level of detail that is provided in this group is amazing and being part of this group provides me direct access to a team that I can contact when I have questions related to IRAs. The conference is every 6 months and I'm looking forward to the next conference in April 2026.

On Tuesday, November 4, I hosted my first client appreciation dinner. What an amazing experience! Not realizing all the preparation that went into this, time flew by. We had room for 30 people and 23 attended. I think that was a great showing, especially for my first time doing this. The restaurant where I held the event was excellent and we received many compliments from the clients about the restaurant. I've been stepping out of my comfort zone and contacting them via text, email, and phone calls to find out what they liked and disliked about the presentation. Also trying to get them to become wealth management clients. A couple of them are definitely interested but we 're waiting for them to take the next step. I'm trying to be respectful and not bombard them with contacting them, but I want to stay top of mind, so they don't forget, especially with the holidays right around the corner. It was a great experience, and I see the benefit to doing this again. I need to see some results to offset the cost of this dinner. Thank you for your support during our meetings when I was talking about this event.