Successful Mindset.
Wealth vs Lifestyle
Let’s start with a few basic definitions. Gross Revenue: Also termed revenue, is the total cash that comes into your business on…
Goal Setting for Your Practice
Everyone wants to have a successful practice. The issue arises when you ask someone what they mean when they say “successful”. The…
The Skill of Scanning
The first ‘secret’ of the skill of scanning is that it’s unnecessary to read, study, understand, and master every topic. Instead, find…
Your Biggest Challenges?
As I’ve reiterated before, while talking with many business owners and dedicated many painstakingly long hours of research and interviews, I’ve found…
Choosing a Financial Advisor Coach
What if you could gain an instant edge over your business competition? There are many financial advisors out there competing for a…
What is a Financial Coach? The Importance of Coaching for Financial Advisors
There have probably been times in your life that you were unsure of your next money step to grow and develop a…
9 Tips Wealth Managers as Entrepreneurs Need to Know
Wealth management is one of the most lucrative career paths that you can pursue. This is especially true for those who decide…
Finding the Right Peer Group of Financial Advisors
From the time we were preteens, we’ve been asked to spend time getting to know our peers. Our parents and teachers would…
Abundance or Lack of Abundance?
So, I talked to 10 business owners this week from throughout the United States. Several lamented the economy stating they just aren’t…
How to Stay Productive While Working from Home
Working from home impacts each person differently. Some become more productive because they have more control over their work environment. Others may…
Success Is Never a Straight Line
With 37 years in business, I feel old! In my day-to-day conversations with business owners generating as little as $6,000 a month…
Never Stop Learning
Continuing education doesn’t have to be formal to be effective. As people and as financial advisors, we should never stop learning. No…
Rise to the Occasion
Don’t Be a Loser. I’m sick and tired of seeing good financial advisors struggle on a day-to-day basis. It’s been frustrating in…
Financial Advisor Winners and Losers
(Excerpt from The Mile High Maverick) It’s been interesting over the last couple of weeks. We had a fabulous coaching call to…