GET INTO ALIGNMENT


The vast majority of us started out working for captive, insurance-focused broker-dealers.
They are the only ones who have created robust training programs for new advisors.  They can afford...

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THEY ARE WATCHING

One of the beautiful things about Advice-Based Financial Planning is that it's a clear differentiator in a marketplace of product salespeople.   Potential clients and Key Partners can clearly...

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CONQUERING CHALLENGING CONVERSATIONS

Don't let a client/prospect's challenging questions challenge you.  It is very easy to take a client's questions about things you don't agree with as an affront to your value.

 

Let's...

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IT'S ALWAYS SERVICE


We have a new advisor joining our practice (yay!) and I am rereading the best book ever written for financial advisors, the
New Financial Advisor by Nick Murray. I reread the New Financial Advisor...

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BECOMING A BY REFERRAL-ONLY ADVISOR

prospecting May 03, 2022


With two new advisors in my practice and questions about prospecting coming from The Intentional Advisor community,
I have prospecting on my mind.  

 

I am going to tell you...

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ARE YOU A PEOPLE PLEASER?

tia mastermind group Apr 18, 2022


Are you a People Pleaser?
  If you are, it will get in the way of you being an effective financial advisor.

 

Let’s start with what a People Pleaser is, lest we be unclear.  A...

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PROSPECT LIKE A STOIC

prospecting stoics Apr 11, 2022


I was reading an email from the Daily Stoic’s Stoicism 101 course this morning and I realized that
the Stoic recipe for happiness is also the perfect recipe for success in the early years of...

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WHAT HAVE WE LEARNED?

mindset preparedness Apr 04, 2022


As the world shut down back in March of 2020 we did an office pool around how many weeks or months the lockdown would continue.  I don’t remember the exact numbers, but the longest, most...

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NOTHING LEFT TO PROVE


How can you tell a newbie from a veteran?  
They never stop talking. 

  

Newer advisors think that they have to have all the answers and they think that they need to show...

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ARE YOU A QUITTER?


Last Monday was
National Quitter's Day.  How did you do?  Did you do what the vast majority of Americans do and give up on your New Year's Resolutions?  

If you are anything like me,...

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