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The Emotional Side of Letting Go of Clients
From a very young age, many children are taught that they should not waste, that they should use and keep everything. This Depression-era mentality really instills a sense of guilt. Clutter continues to build up because we keep, keep, keep everything! It’s like having recordings playing constantly in your head, saying “YOU MUST NOT BE…
Read MoreGot Goals for 2021?
It’s that time of year when we push forward with high hopes for greater things. Many financial advisors will take time to reflect on last year’s goals and strategize for 2021. Many other financial advisors will want to review their goals but they can’t find them because they really haven’t paid much attention to them…
Read MoreYour Story
Your Story, Your Smart Financial Decision Do you know why you became a financial advisor? I mean the really deep reason behind why it’s important to you to help people manage their money, make smart financial decisions, and create a secure future. Can you remember the moment you made the choice to pursue this profession?…
Read MorePrepare Yourself for When COVID19 is Past Us – Adopt an Attitude of Intent
We are knocking on the door of a recession pretty hard right now. COVID19 is testing our stamina in many ways. The question that’s probably crossed your mind a time or two already has been, “What impact will it have on the success of my practice?” Or a more significant question might be … “What…
Read MoreLead Now and Others Will Follow
Due to the COVID-19 crisis, many of our normal happenings and ways of work have been interrupted with inconveniences that have crept into our workday. On top of the pandemic, a global financial situation is breathing down the neck of our next potential recession. Financial advisors are stressed. Investors are worried about their retirement plans…
Read MoreSo Now You Have to Work From Home!
If you’ve never worked from home and the Coronavirus is mandating that you do, it can be quite a challenge. For the past 26 years, I have worked out of my home and have coached many first-timers on making the move to domestic officing! I’ll jump right in: Several things to consider: Kitchen table or…
Read MoreWomen Have What It Takes
In honor of International Woman’s Day 2020 on March 8th, we would like to celebrate the women of wealth management. Women make great advisors. They inherently have certain natural qualities and characteristics that perfectly align with the profession of financial planning. Prospects who seek out and hire a financial planner are looking for certain features…
Read MorePotato Chips and Your Practice
Do you want to be more in control of your life? Your health? Your time? Your practice? Your referral process? If so, you need to be more in control of the choices you’re making. Every day, you’re faced with choices. You go to the grocery store and enter the snack aisle. As a kid, there…
Read MoreMay THIS Force NOT Be With You! | How to Network Effectively
As we grow up into adulthood, we learn that we are surrounded by invisible forces. For example, the force of gravity – where would we be without it … literally? The force of magnetism … how would MRI machines work without it? The force of nature … it surrounds us with its glory and impressive…
Read MoreKeep Your Biases Away from Your Referrals
People come with built-in biases. You may not be aware of your biases but they exist. And many people have biases about networking, especially with individuals outside their normal frame of reference. Our biases cause us to leave money on the table every day by blinding us to opportunities that are right in front of…
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