Talkin' Shop With Brett Koeppel, CFP®: Using Disruption As A Reset

It's not always the easiest thing to do, but finding the silver lining in situations is often the best way to use disruption as a reset. As Brett Koeppel, CFP® shares, he's been encouraging his clients to take inventory of what they are currently doing that they'd like to continue in the future, along with what aren't they doing that the would like. I offer another way to view the same opportunity--what can we leave in the past?

Brett also shares how maintaining a morning routine has helped him maintain his productivity and keep things as close to normal as possible.

Be sure to subscribe to the YouTube channel--I have a bunch of conversations lined up with other advisors in the next few weeks. There will be a ton of great information and best practices shared in these episodes. You won't want to miss out!