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 of personal development and invest time, money, and energy to making themselves the best they can be. Please watch my video below for more information and please do not forget to join my practicepower coaching resource website–it’s free.
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 video like this each business day, please register for your free trial membership of my Practice Power Coaching System & Program at PracticePower.net
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
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.
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
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 cold call, etc and sitting down, finding out what they need technically and then going ahead and putting together a proposal. We then logically they go through their proposal, it sounds pretty good and they take action. That is the way it was until the fall of 2008. Then the last couple of year’s things changed. There is a lot of fear amongst investors and the old rules no longer really work. This also applies to your client base.
You have clients and sometimes you have to recommend they make changes in their investments. Most people will go ahead and make decisions emotionally and not logically. What we want to be able to do is really understand the human dynamics, the human syntax of decision making. Please listen to my expanded audio comments below and start you FREE trial membership at my virtual coaching site –practicepower.net
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 Builder at Practicepower.net.
Your Top 5 Goals For March (Please make them measurable and specific)
Your Marketing Activities for March (Introductions, Newsletters, Client Events, etc)
Your Personal Development Deliverable (Mental Diet, Exercise, Education)
A List of Your Top 10 Opportunities For This Month (Prospects, Client Upgrades, Events)
By creating this simple one page Monthly Game Plan you will have clarity to go ahead and create powerful Weekly & Monthly Game Plans. Please listen to my audio comments for more detailed information.
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 for more referrals.” “I should get to the gym.” When you frame important, must do action items as a “should” to yourself, you basically give yourself an out. You are so busy in your business and life, anything you view as not a must will not get done. The problem is, most advisors are unaware of how they communicate with themselves. Now a quick question for you. How do YOU frame things to yourself? Please listen to my audio comments for more detailed information.
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 is client goodwill–an intangible. If you have built a very successful practice, then chances are you are a driven individual. So, if you did sell and retire then what? I know that I am the type that would literally stick bike spokes in my eyes than be board. What would happen if you decided the semi-retire today and take mini-retirements throughout the year. Let’s handle the bucket-list while you have your health to enjoy it. If you really enjoy what you do then why would you want to stop doing it. Listen to my audio comments for more detailed information
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 so fast you hardly have time to blink. True balance can only be found in my experience on a weekly basis. A couple of days off here and there will never give you that sense of happiness. Let me introduce you to some key concepts in my audio comments below.
