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Tag Archives: financial
Walking The Walk
What has been a shock to me for many years is the fact most advisors do not have their own investment plan, financial plan, and budget. Think about it like this. Let’s say you wanted to go to a fitness and nutrition trainer because you wanted to get back into shape and live a healthy [...]
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All Tasks Are Not Created Equal
One strategy that I use with new clients, is to have them send me a copy of their daily to-do and call list. What most advisors do, is try to prioritize these tasks into some sort of high. medium, or low. Usually what I see is a huge laundry list of tasks and calls. I [...]
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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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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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Get Out Of The Office
There was a time that if you wanted to make money as a “stockbroker” or financial advisor you had to be in your office, at your desk, and on the phone. Fast forward to today, and chances are you lose money in your office and at your desk. Remember, we are in the people business [...]
The Concept of Strategic Time
Over the last year I have come to the realization that trying to “think strategically and act tactically” each day does not work very well. When you jam too many different tasks inside of one day all you create is a feeling of overwhelm and a lack of continuity. The concept of Strategic Time is [...]
The Decease of “Someday”
One of the main tenants of Advisor 2015 is to stop thinking like most other advisors. If you think like the masses then you can never rise above them. How many times have you said to yourself “someday when I (grow my revenue, go independent, get caught-up, etc)”. That is the decease of “someday”! The [...]
The Concept of Time In The Advisor 2015 Model
Why 9-5, why Monday to Friday, Why 4 weeks a month, etc? When I ask advisors how they created their schedules, the answer most always get is “I don’t know”, “This is what I have always done”. Now I will give you that a decade or so ago in order to be a successful advisors [...]
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Welcome to the Advisor 2015 Philosophy
One of the fundamental shifts that I have made in my coaching work is to bring my Advisor 2015 model to my clients. In a nutshell, Advisor 2015 is an alternative advisor practice model. Where instead of trying to keep your business and life separate, you in essence merge the two into one congruent lifestyle. [...]
The Rules Have Changed When It Comes To Influencing Clients & Prospects