ADDICTED TO CREDENTIALS

 

Advisors fall into one of two buckets:

-Those who believe they have all the answers and everyone needs them.

-Those who question their value and recognize their weaknesses.

 

In my...

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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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THE OUTSOURCED DREAM MANAGER

habits mindset perspective Mar 01, 2021

I got an email from a colleague asking me how to find a "Dream Manager."  I recognized the concept of a Dream Manager, but it had been years since I read Matthew Kelly's book.  Since it...

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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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WE DON'T DO ART

My husband loves mid-century modern…everything!  This could have devolved into a relationship issue for us, as my house was decorated in Victorian style.   However, I quickly...

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CHOOSE YOUR GURUS WISELY

Raise your hand if you love to learn!  Raise your hand if you love to read!  Raise your hand if you are always on the lookout for the next great personal development/business guru! 

...
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ALIGN YOUR SALES PROCESS WITH YOUR DESIRE TO SERVE

Why did you become a financial advisor?

 

I was at a pivot point in my life.  I was a mortgage broker looking for more meaningful work.  I had applied to law school and was awaiting...

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BLACK FRIDAY GIVEAWAY & DISCOUNTS

community mindset purpose Nov 25, 2020

As this year wraps up, I can't help but think…I'm so glad 2020 is almost over.  Come on 2021, be a better year!  Be the come back year for all of us!  It is so easy to...

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ALLOW REALITY TO ALIGN

goals mindset vision Nov 17, 2020

My visions used to scare my husband.  Don’t worry, it's not as bad as it sounds!

 

Early in our relationship, I would tell him about audacious things I would like to do in my...

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PURPOSE & PEOPLE OVER PROFITS

management mindset purpose Nov 02, 2020

Colleen, our Practice Manager, has struggled for months managing her 1st Grader's online school and her very demanding job.  She had a complex network of help.  This day was dad, that day...

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