INFUSE THE NEW WAY WITH THE BEST OF THE OLD

Ryan Holiday wrote a blog about protecting the "old way".  We have instincts to preserve the way it was, and those can be healthy, but they can also be dysfunctional. 

 

It is...

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TELL ME WHAT YOU STAND FOR

purpose service vision Jul 05, 2021

Have you ever seen those memes that say, "Tell me you are old without saying your age." and you are supposed to mention something that young people would never understand.  


...

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STOP PREQUALIFYING PROSPECTS

 

Most of us were taught to prequalify prospects so that we don't waste our time with people who don't have enough money to hire us.

 

There are several flaws in that model. 

  1. If...
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ARE YOU DREAMING SOMEONE ELSE'S DREAM?

service vision Jul 22, 2019

 

-Are you dreaming someone else’s dream? 

-Are you dreaming a dream that already was? 

-Or are you dreaming your own, unique dream? 

 

When I start working with an...

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ARE YOU MAKING IT DIFFICULT TO HIRE YOU?

 

I spent the day talking about Advice-based Planning to a fantastic group of advisors.  They are all committed to offering advice for a fee to their clients for all the right...

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IT'S BEEN DONE BEFORE, BUT NOT BY YOU!

 

The world doesn’t need just another financial advisor selling insurance and investments, it needs advisors on a mission to use financial planning as a tool to help change...

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MONEY IS JUST THE EVIDENCE OF YOUR IMPACT!

 
Money.  Money!  Money?
 
 
Is there a topic more fraught with emotion than money!?
 
 
I want to talk about it not as an advisor talking with clients, but as an...
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FIND FREEDOM IN THE WORK

 

“What am I doing?” 
“Why do I even bother?” 
“It’s not working!” 

  

Do things like this ever cross your mind? Or more likely...

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DO YOU SEE PEOPLE AS THEY ARE, OR WHO THEY CAN BECOME?

leadership service vision Oct 01, 2018

 

It is easy to fall into a habit of saying, out loud or in our heads, ”Nothing is going to change, because this is how they have always been!” 

  

If you see...

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YOU CAN'T OUTSOURCE VISION

purpose service vision Aug 27, 2018

 

I have written about this before, but it came up as an important talk at a recent event in Florida.  
 

An advisor attending the event recognized the need for a full client...

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