Tag Archives: Advisor

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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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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My Practice Power V-Blog For The Week of April 12 2010

In this v-blog I want to discuss with you the 3 fears all advisors face in their career.  I you would like to receive a video like this each business day, please register for your free trial membership of my Practice Power Coaching System & Program PracticePower.net Share and Enjoy:
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My Practice Power V-Blog For The Week Of April 5 2010

In this week’s V-Blog I want to share with you some quick ideas on what benchmarking you need to do for the end of the first quarter. Please watch this quick into video for my new innovative Practice Power Coaching System. Go to PracticePower.Net for more information and my no-risk trial membership offer. Share and Enjoy:
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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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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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Welcome to March 2010

I don’t know about you, but this year seems to be flying by. Now it’s March and it’s time to make sure you have written goals and a plan of attack for the month. Below is my list that will allow you to create a simple monthly game plan or use the Monthly Game Plan [...]
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Do You Suffer From The Should Syndrome?

When I am evaluating a potential new coaching client, I always pay close attention to how the person is choosing their words in answering my pointed questions. When I ask them what they need to do in order to increase their success, I hear terms like. “I should have a business plan.” “I should ask [...]
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The Concept of Retirement

Over my years of coaching, I have worked with those clients who have a goal to sell their business and retire. What I find most interesting is the fact that when they find someone interested in purchasing their business, the numbers rarely workout. Whenever someone purchases a book of business, all they are really buying [...]
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How to Seek Balance in the Advisor 2015 Model

One of the greatest lies in this business in about balance. If you are a successful advisor you will tend to thing about your business all the time–as all successful business people do. You like to believe that the weekend are reserved for family or personal pursuits. The reality is the weekends come and go [...]
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