As a wealth manager and financial advisor, I was committed to working on behalf of my clients, the people who entrusted me to make good decisions, to protect and grow their investments, to allow them to realize their goals.

FORBES: Breaking Away From Wall Street: Why I Became An Independent Financial Advisor

Once I understood the source of my discomfort, I resisted the urge to drop a name or tell people I had just given a talk or written a book or something else to identify a solid role for myself that would make me look and feel good.

FORBES: How to Attend a Conference as Yourself

My legacy will come down to my ability to make sure the good stuff about me is better optimized for search engines than the bad stuff.

FORBES: I've Seen Your Future and It's Been Edited