4 Daily Success Habits to Live Like the Champion You Are

“I hated every minute of training, but I said, ‘Don’t quit. Suffer now and live the rest of your life as a champion.” – Muhammad Ali I love this quote. It speaks to the importance of preparation.  Focusing on the stuff you do when nobody else is watching. The routines that separate champions from wanna-bees. […]

Should you strike “fiduciary” from your vocabulary?

The word “fiduciary” makes my skin scrawl. Not because I think there is something wrong with holding advisOrs, advisErs, planners and RIAs to a “fiduciary standard.” But because it’s become just another word in the titular struggle to define what high-integrity financial professionals do for a living. In 2 words or less. Think about it […]

Have you mastered the art of the self-introduction?

Imagine this! Tomorrow, you’re going to be interviewed on a show that everyone in your niche market watches. You’ll get a chance to talk about yourself and your practice.You think to yourself, “My phone is going to be ringing off the hook with new clients!”

As the interview begins, you’re given a flattering introduction. Read More

Too Busy to Call Prospects?

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 […]

Time(ly) Tips from Punxsutawney

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, […]

Is This The “Hidden Hurdle” That’s Stalling Your Growth?

Hi. Rob Brown of Encore Partners here. I want to talk with you about something I think is vitally important, and missing big time in a lot of advisors’ practices, and it’s having a big goal, a real purpose for running your business. You see, it is so easy to say that you do this […]


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