OVERCOME YOUR CONDITIONING

 

Have you ever heard about how they train elephants into submission?

 

When the elephants are young, they tie them to a stake with a stout rope that the elephant can't break.  The...

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ADVICE FIRST

It is easy to villainize product sales in an industry where sales have historically been given more priority than planning and advice.  But, for the most part, it's the tactics not...

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PRODUCT WITH A SIDE OF ADVICE

The other day, I was listening to a podcast featuring a female advisor talking about the power of planning.  She had written a book and was very enthusiastic about the life-changing benefits...

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IS ANYONE SELF-MADE?

I grew up poor, joined the Army to get educated and took a lot of risks as an entrepreneur to get where I am today.  I am the one who went without paychecks when money was tight. ...

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WHAT INSPIRES YOUR GRITTIEST SELF?

 

 

"Grit is about working on something you care about so much that you're willing to stay loyal to it."- Angela Duckworth in her book GRIT.

 

I am re-reading Grit right now and I am...

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WHAT ARE YOU WORTH?

 

Have you had anyone ask you lately about your fees, and either directly or indirectly, ask you if you are "worth it"?   

  

I have been hearing from advisors that...

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WHAT'S IN IT FOR THEM?

 

We are a couple of months into something no one realistically thought could happen.  No one thought that a virus would spread rampantly through the country, through the world.  And...

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AN UN-IMPLEMENTED PLAN IS JUST AN EXPENSIVE THOUGHT EXERCISE

 

Have you ever been hired for advice, delivered a plan, but then hit a brick wall with implementation? 

 

Many advisors see planning and product implementations as two distinct...

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CORONA CONVERSATIONS

 

New research from Northwestern Mutual suggests that in the midst of this crisis, people know that their financial plans need work, but most do not plan on going to a financial advisor...

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YOUR CLIENT IS A REFLECTION OF YOU

 

Do you ever get frustrated that your client won’t… 

-share all of their information? 

-pay a renewal fee? 

-come in for their meetings? 

 

So often,...

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