Our warmest wishes for a joyous holiday season and New Year!

We have a client, Vern, who is a gifted analyst. In November 2007, he was working for an employer. He was also married, he had a baby girl, and was at a crossroads in his life.  He was not creating the legacy he desired or the financial rewards that he wanted for his growing family.

Vern was ready to step out on his own and needed to confront his dark side, that side of us hidden from view or pushed aside. He was filled with angst as he considered his young age, his lack of time or inclination for marketing, and how he’d prove his credibility. What Vern wasn’t seeing was how the humanity that drove his fear was also the source of his passion. Nervously, he confronted his fears and did the only thing he could do that had integrity: he embraced his dark side, quit his job and invented the life he yearned for.

Forged in the crucible of the worst economic downturn in history, Vern created partners instead of clients and never lost sight of his purpose. Within three years, his new firm was recognized by Morningstar as one of the top tier money managers in the state. Vern was nominated for Ingram’s

Prestigious 40 under 40 award. And with complete transparency he invited his partners into their investing process through monthly events and newsletters that established his firm as a thought-leader in the industry.

Vern connected to something bigger than his fears and invented a future driven by his values and an unwavering sense of purpose. He transformed a crisis into a reason to be alive, and in doing so transformed lives, including ours.

Crises can be crucibles that shape us into our greatest selves. They break down our illusions of reality and what’s possible, opening the door for breakthroughs that were once inconceivable. 

• What challenge in your life can be transformed if you let go of the limits you place on what is possible?
• Where are you committed enough to create a crisis that will forge a new way forward?
• What will you invent in 2013 that will make your life vibrant with vitality and purpose?