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…
Most financial advisors work to develop relationships with other professionals (COIs-centers of influence) to generate more referral opportunities. Ironically, one of the most frequent complaints we hear from advisors is that their relationships with other professionals (ie. CPAs, Estate Attorneys, Bankers, Insurance, etc.) tend to be one-sided. They give referrals to other people while seeing…
Webster says this about the word “stretch”: “Stretch: To draw out to the full or fuller length, breadth, or extent”. A few years ago, I had an index finger on my left hand that seemed to go numb quite often. It was beginning to get ridiculous and it was also beginning to travel up my arm.…
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…
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…
Mothers are a beautiful thing. They care for us, nurture us, and teach us the dos and don’ts of life. I’ve learned a lot from my mother. Especially when she taught me all about life, love . . . and networking tips! I’m sure she didn’t realize she was teaching me about networking at the…