Tag Archives: Advisor 2015

Creating Your Personal Development Game Plan

In my last blog post, I wrote about the business-game that we all are apart of. Because I got such great feedback, I wanted to explain briefly how to construct a personal development game plan. In my experiences,  there are several areas that we always need to address: Motivation, Skills Sets, and Technical Expertise. In [...]
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The Ultimate Personal Development Game

During my almost 19 years coaching financial advisors, I have observed countless ways advisors try in improve their results and success. Some will become designation collectors while other will purchase every silver bullet marking program put in front of them. What is the only true characteristic successful advisors have is the fact they are students [...]
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Change Your Behaviors To Change Your Results

As we pass the mid-year point of 2010, I hope you have already completed your mid-year review process. If so, you probably have determined to do the following; do more, get better, recommit, etc. The problem with those statements are they are nebulous! What does “more” mean for example? What you need to do is [...]
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The New Rules Of Success

In this video blog I want to emphasize what to really takes to achieve at a high level in our industry. Most advisors believe that knowledge and technical competency are enough to achieve success. I believe that being an advisor is the greatest test of ones internal belief system regarding success. Share and Enjoy:
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My Practice Power V-Blog For The Week Of April 19 2010

In this week’s V-Blog, I want to address the misconceptions of time management in an advisor’s day. The reality is output is 10X more important than time management. Please watch this video as I outline some simple yet powerful strategies to get the most out of your day. If you would like to receive a [...]
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Some Key Strategies To End The First Quarter of 2010

Welcome to the end of the first quarter of 2010. In this Video Blog I want to share with you some very important end of quarter strategies & distinctions. I have also included a short video about my Practice Power Coaching System. Enjoy! Watch This Brief Video About My Practice Power Coaching System Share and Enjoy:
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Blocking Out & Focusing

Since we are all human there will be times that emotional distractions creep into our world. It could be a fight with your spouse, an intense client situation, or maybe your firm is attempting to screw you over in your mind. The point is, you cannot let these situations distract you from accomplishing your Daily [...]
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Your Office–Everywhere?

The last 10 years has brought about a revolution in technology worldwide. Although our industry is usually one of the last adapters of new technology, think (email, websites, and now social media). All of us can harness this technology to “un-tether” ourselves form our office. Some of you still believe that being in the office [...]
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The Rules Have Changed When It Comes To Influencing Clients & Prospects

One of the challenges we have as an industry and I believe we do as professionals, is the set of tools that we are using to get the job done in terms of influence is antiquated. The concept of bringing a prospect in to our office, whether they are from a seminar, a referral, a [...]
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Our Game

Since the Olympics just concluded, it reminds me how important it is we view ourselves as athletes and our business as a game. Now I know most of you look at yourself as a business person, professional, etc. Now, add some of the characteristics of champion athletes (consistency, energy, perseverance, commitment, dedication, etc). You can [...]
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