Tag Archives: practice management

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 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 [...]
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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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Time For Measurement & Reflection

Welcome to the end of the month of February and month two of 2010. Since we are about eight weeks into our new year, it’s time to take a look at how you are doing versus your plan. If you remember my comments at the end of January, I said January was mostly about habit [...]
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The Importance of Consistency

When I am on the road speaking to advisors I am often asked what is a key difference between those advisors who succeed and those advisors who struggle. I have found that success is really not just one thing, but a recipe of different habits. One key ingredient in that recipe is the habit of [...]
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Tolerating Clients

One of the key concepts of Advisor 2015, is not to tolerate certain toxic client relationships. In speaking with a new coaching client recently, they were discussing with me a very needy, multi-million dollar, non fee based client. This client has generated less then $1,000 per year in fees -primarily from deeply discounted bond trades. [...]
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