Coach Wooden…”Success is peace of mind…self-satisfaction…the best that you are capable of becoming.”
Too often, we define success in terms of winning and losing. Or we we judge ourselves through the eyes of others…or through things we cannot control. In this video, basketball legend, John Wooden, defines success another way… “Success is peace of mind which is a direct result of self-satisfaction in knowing you did your best […]
3 Ways Advisors Sabotage Their Own Success
There are 3 ways financial advisors sabotage their businesses: 1) Do nothing. Just coast along with the markets and seemingly happy clients. And hope the next bump in the road doesn’t throw your business back into the depths of the 2008 meltdown. That’s wishful thinking…a recipe for disaster. 2) Shelf Help. Advisors attend webinars, sit-in […]
Colonoscopies, The Terminator and Your Best Year Ever
Last month, I decided to give myself a Christmas present…a year-end physical. I wasn’t having any problems, but with a changeover to a new year (and a new health insurance plan) it made sense. Plus, thanks to some urging from a good friend who is a fitness expert I had already begun a new diet […]
Six Daily Success Habits for Achieving World Class Results
The E.N.C.O.R.E. approach to practice management is our system for helping advisors continuously move to new levels of success. These 6 steps for sales, service and business development help our clients earn “encores” from their clients, prospects and teammates. Our process focuses on both the “big things” and the “little things” that go into achieving […]
Should you increase your fees?
The current pressure on the fees you charge your clients is a looming crisis in the financial advice business. Low-cost providers, regulatory “suggestions”, supposed advisor advocacy groups and even some advisory firms themselves are questioning current fee levels. Want some proof? Just look at the onslaught of the so called roboadvisor. Well-intentioned technocrats have partnered […]
Do you picture yourself succeeding?
Dr. Norman Vincent Peale once said, “Formulate and stamp indelibly on your mind a mental picture of yourself as succeeding. Hold this picture tenaciously and never permit it to fade. Your mind will seek to develop this picture!” For many, this is easier said than done. From being naturally pessimistic to getting too busy to […]
Does your website make you look like you have your pants down?
My mom never let me wear underpants with holes in them. She wondered what the doctors and nurses would think if I was ever carted off to the emergency room. Kind of silly, I know. But she wanted me to look my best at ALL times.
After all, I rarely ran around with my pants down. What does this have to do with advisor websites? A quick look around and you see too many advisors have websites and social media profiles that make them look like they’re running around with their drawers dropped to knee level. Read More
How to Speed Up Work
I watched a PBS show with time management expert Julie Morgenstern, author of “Time Management from the Inside Out”. She suggested projects take 40% longer when they are not given your full attention. If you accept this premise, 8 hours of work could take more than 11 hours. A 40 hour work week might require […]
Can You Turn Business Off?
So far, 2014 has been an eventful year with more than its fair share of tensions and distractions. And if you believe the recent financial advisor surveys, there is no let-up in sight. For the well-being of your clients and your personal sanity, I believe you should turn your business completely off for a couple […]