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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WHAT SHOULD I SAY?

implementation process Apr 13, 2020

 

The world has come to a grinding halt and you have come to the realization that 100 calls a week to your clients is not a sustainable way to communicate with them.    

...

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THE ULTIMATE ACCOUNTABLITY HACK

 

Accountability is such an elusive thing. We try and fail to hold ourselves accountable. We get accountability partners to try to make it work. We hire coaches to hold us accountable. 

...

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MASTERING THE REDUNDANCY MINDSET

management mindset process Dec 09, 2019

 

In the modern world, redundancy gets a bad rap.  The fear is that if you are redundant, you are expendable.  It has become a euphemism for “about to be laid-off.”...

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SO YOU THINK YOU ARE A THOUGHT LEADER?

 

I keep having different iterations of a similar conversation with advisorsIt goes something like this… 

  

My Broker Dealer is really holding me backI...

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YOU HAVE A DUTY TO SURVIVE

 

"You are making promises.  You have a duty to survive." -Tom S.  

 

I am not sure I have ever heard it said so succinctly.  You make clients promises every time they...

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5 THINGS ADVICE-BASED ADVISORS CAN LEARN FROM THE HMO MODEL

 

I was at the doctor’s office this week.  I am fortunate to be very healthy, so I am seldom there.  As I went through the process of a thorough check-up, I thought about how...

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THEN SHE LET GO

 

AND THEN SHE LET GO… One advisor’s journey to ten fee-paying clients in three months! 

 

I do believe that makes ten.  Ten fee paying clients in three months,...

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I'LL TAKE A SOLID PROCESS OVER HEROIC ACTION ANY DAY!

implementation process Apr 01, 2019
 
Have you ever had someone come to you after the $hit hit the fan and regale you with a tale of their heroic action to fix the problem?
 
 
It goes something like this:
 
-The...
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PLAN IN THE MACRO BUT WORK IN THE MICRO

 
Do you have a grand vision for the practice you would like to create, but get overwhelmed when you think about how you are going to get there?
 
 
This is a challenge for many...
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