As a successful financial professional, you have chosen one of the most challenging professions in the world. Entrepreneur, financial authority and community leader are among the many hats you may wear on a daily basis. The work you do for your clients, family, self and community is vitally important.
I spent a lot of time in Punxsutawney with my grandmother (Grace) over the years. So I’m a big fan of the movie, Groundhog Day. In one scene, Phil Connors (Bill Murray) says… “You want a prediction about the weather? You’re asking the wrong Phil. I’m going to give you a prediction about this winter? It’s going to be cold, […]
Not sure why…but a lot of advisors are afraid to set goals. But one thing I know for sure…to climb the success ladder, you need to: Know where you are today Develop a clear picture of where you would like to be and when And have a system for getting there For most advisory practices this can […]
Each year, I ask my clients a series of questions to help them measure their progress. This year, I thought I’d share these questions with you. There are 9 questions in all. Here’s the 1st one… Thinking about your most important activities and business drivers…Are you getting more done in less time or do you still […]
Do you make client acquisition too hard? Sometimes your best prospecting opportunities are right in front of you. But you miss them. You make things harder than they need to be. But when you have a repeatable system, you find quick wins. Opportunities to let your most obvious prospects know that you’re open for […]