Build A Legacy That Changes Lives

In 2015, my friend and mentor Montague Boyd, CFPr asked me to take the Kolbe A™ Index.

At the time, I wasn’t a fan of self-assessments.

But out of respect for Cosmo, I took it...and I’m glad I did.

That one decision fundamentally changed the way I approach work...and how I understand myself.

Since then, I’ve introduced the Kolbe A to hundreds of advisors: solo practitioners, RIA teams, even my wife and kids.

If you’ve ever coached with me, you’ve probably taken it.

And if you haven’t… you should.

Frankly, I think it should be a requirement:

• Before you get married.

• Before starting college.

• Before you start your career.

• And definitely before you hire anyone onto your team.

This week, I want to honor the woman behind this powerful tool... Kathy Kolbe, the creator of the Kolbe A and founder of Kolbe Corp.

Kathy passed away peacefully, surrounded by family, after a short battle with cancer.

Her life’s work centered on one revolutionary truth:

How you take action — instinctively — matters just as much as what you know or how you feel.

She called it conation.

And through her work, she helped millions of people trust their instincts and lean into their natural strengths.

Kathy didn’t just build a company.

She built a legacy that changed lives.

She didn’t have to wonder if she made a difference in the world.

She did.

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