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...

Continue Reading...

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...

Continue Reading...

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...

Continue Reading...

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...

Continue Reading...

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...

Continue Reading...

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...

Continue Reading...

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,...

Continue Reading...

WHAT DO YOU GRAB?


It's been the driest winter anyone can remember.
Halloween came with no snow. We all thought that surely by Thanksgiving we would get some. A flurry, but it didn't even stick. Then came...

Continue Reading...

HEALTH IS THE NEW WEALTH


I used to be hardcore.
I did. When I was in the Army, I maxed out the PT (physical training) tests and did 12-mile ruck marches in full battle rattle. I repelled out of helicopters and fast-roped...

Continue Reading...

FEAR AND THE FINANCIAL ADVISOR - PART II

Last week we tackled the Fear of Failure and wrestled it into submission with premeditatio malorum.  This means meditating on what can go wrong in advance to defuse the emotional hold on...

Continue Reading...
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Close

50% Complete

Two Step

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.