- Connect:
Tag Archives: coaching program for financial advisors
You Are The Most Important Product
Most advisors believe the most important thing in order to be successful is technical ability. That ability usually takes the form of any combination of designations. It does not matter if it is a CFP,CFA, CIMA, MBA, or all of them (yes, I have met more than a few advisors over the years with all [...]
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 [...]
Posted in General Also tagged Advisor 2015, financial advisor coaching, practice management Comments closed
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 [...]
Posted in General Also tagged Advisor, Advisor 2015, financial advisor coaching, practice management, practice power 1 Comment
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 [...]
Posted in General Also tagged Advisor 2015, financial advisor coaching, practice management Leave a comment
Your Mid-Year Review Process
I have always found it very important to schedule some time and go off and take a good honest look at your first have results. Most advisors spend hours each year creating a business plan and then abandon it by June. Here are some tips from the coach:
Schedule at least 3-4 hours outside your office, [...]
The Mini-Day Concept
For the last decade I have approached my tactical business day by not looking at the entire full day. I have found it much easier to focus just on the A.M. day, have a mid-day break –I call it half-time. I then refocus on the P.M. day and finishing strong. Please watch my video as [...]
Posted in General Also tagged coaching, financial advisor coaching, practice management Comments closed
Get Off Your Butt
Our industry needs to stop worrying about the market and get off it’s butt, get out of the office, and look to help people. The more people you help, the more your life will be enhanced. Please check out my latest video blog on this subject. Also, please register for your FREE basic membership to [...]
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:
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 [...]
Posted in General Also tagged Advisor, Advisor 2015, coaching, financial advisor coaching, practice power Leave a comment
Your Most Important Capital