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It’s been an annual tradition of mine to put something special together to share with clients and friends for the new year. This year, the theme is “The Big Breakthrough” and it includes three powerful tools for mastering time, focus and wealth. Watch the video presentation and download the companion worksheets below:



Big Breakthtrough Download now

I was challenged by a friend to put together a compilation of the most powerful tools young and middle-aged adults (those in 20’s, 30’s & 40’s) could utilize to gain maximum traction in their careers, wealth creation efforts and mastery of wealth. The presentation went so well, I decided to go in the recording studio and create a version clients and friends could share with their adult kids, nieces, nephews, grandkids and so on.

So here it is…the Big Financial Breakthrough Video and Worksheets. Click to watch the video and download the worksheets…you are moments away from taking your wealth creation and mastery to an exciting new level.

Spending two days in New York City with Jim Collins (author of Good to Great), Sir Richard Branson (Virgin Group), Oscar Farinetti (founder of Eataly), Stephen Ritz and many other business and civic leaders was absolutely amazing. The event took place at the Lincoln Center and the theme was all about Story Makers – people who face shocks – both personal and organizational – and who use those shocks to achieve the extraordinary.

I believe one of the best ways to learn huge life lessons is to encounter other human beings and listen intently to their stories. Lessons are learned from great successes, great failures and great challenges that were overcome.

I have a learning approach I call the iMethod™ I use to maximize learning. It consists of four steps:


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