Productivity
Got 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 MoreFreedom: Four Must-Haves for a Lifestyle Practice
A lifestyle practice is all the buzz right now. Many financial advisors chose to get into the business because they like the freedom associated with running their own practice. They like helping people secure a worry-free retirement while still being able to attend their own kid’s soccer game on Thursday evening. They like being able…
Read MoreAre you paying attention to the rhythm of your financial practice?
According to marketing consultant Dan Allison, president of Feedback Marketing Group, advisors lose out on 80 percent of potential referrals because their clients can’t properly articulate the services their advisors offer. Recent studies from Absolute Engagement showed that 82% of high net worth clients don’t refer because they claim to not know anyone who they…
Read MorePoor Time Management?
The two biggest time wasters for most financial planners are: They don’t plan their day They are disorganized physically, mentally, emotionally, and with their time The two things that can be done to put a stop to these time wasters: Plan your day Be more organized Sound oversimplified? Maybe, but without fixing these issues, your…
Read MoreEnergize Your Clients to Refer You
Seven seconds. Did you know that within seven seconds of meeting you people have already made up their minds about you? That’s astounding but true. Our world seems to be getting even more opinionated so we wouldn’t be surprised if that number is actually less than seven. In fact, sometimes people form an opinion about…
Read MoreHeat Up Your Referral Opportunities!
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 (i.e. CPAs, Estate Attorneys, Bankers, Insurance, etc.) tend to be one-sided. They give referrals to other people while seeing…
Read MorePerfectionism Kills Confidence and Productivity
An excerpt from our book, A Woman’s Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man’s World Perfectionism is a blessing and a curse. We feel so good about ourselves because we can do it all (we think better than anyone else). However, we become our own worst enemy by insisting…
Read MoreIs Working Long Hours Worth It?
We often hear our clients say that they work 50, 60, 70, 80 (and sometimes even more) hours per week. Is this healthy and productive? The answer is most likely no. The time that you use to work overtime has to come from somewhere. Many times, we sacrifice family time; but often times, we give…
Read MoreFreedom Rings: Four Essentials to a Lifestyle Practice
Many financial advisors chose to get into the profession because they like the lifestyle freedom associated with running their own practice. They like helping people secure a worry-free retirement while still being able to attend their own kid’s soccer game on Thursday evening. They like being able to support their family with ample revenue and…
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