Do you want to cut through the B—S— that’s holding you back? I know that finding the right person to help you build your business can be tough.There is a lot of B—S— out here.Selecting a coach or mentor can be confusing.A lot of promises are made. And there’s way too much hype. Cookie-cutter, […]
Are you ever too busy to follow-up with your active prospects? Have you ever allowed a lead to slip through the cracks? Though these may sound like silly questions, I often speak with successful financial advisors whose biggest “problem” is finding time to keep up with their leads. Thanks to referrals, networking and other marketing […]
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.
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 […]