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
Thinking Outside The Box
I must admit I am not good at staying inside the box. I have tended to always ask the very important question “Why?” I find this industry tends to make advisors myopic in their view. Now I do know some very good visionaries, advisors who think outside the box, who ask the question “why”? What are your true dreams and visions for yourself and your business. Have you written them down? Now I know some of you might say; “Joe I can’t think about my dreams and visions because right now all I am trying to do is survive.” I can appreciate that BUT what you focus on is the reality that you create for yourself. Think survival you get survival. Think optimal practice and life and that is what you will get ultimately– as long as you take action. This is what Adviser 2015 is all about. Listen to my audio comments for more details.
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 you had to be in your office and by the phone during market hours. With the advent of technology (The Internet), you now have the availability to conduct business anywhere you can find the internet. Yet most advisors operate in a model that is at least 20 years old. Let me paint a different picture for you with my audio comments below.
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.
January Strategies
Let’s make January a heavy contact month. You want to reaching out to all your meaningful clients and all your prospects. January is the only month where the average human being is open and motivated to make changes (New Year Resolution). This is the time you want to check -in and see if your clients have any new financial goals and/or concerns. With prospects, now is the time to check in with them and see if they are ready to make a change and hire you.
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Welcome to 2010
Now that we are in a new year, let’s make sure you are ready to have an excellent 2010. Here is a simple checklist.
2010 Business Plan Complete
January Monthly Game Plan Created
Powerful Morning Success Ritual Set
Marketing & Business Development Plan Set
Clarity On Your Daily Game Plan
Listen to my comments:
Audio Blog
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Understand & Uncover Your Habits & Behaviors
As I coach financial advisors it is absolutely clear to me that most of them focus on the wrong things when looking to get to the next level. A typical advisor will look at implementing new systems, either marketing or practice management or both.
The REAL issue is to take a look at your habits and behaviors. What action you take or do not take will have much more influence on your results than any system your purchase. Click on the link below to hear more.
http://archive.constantcontact.com/fs053/1100665370443/archive/1102778957340.html
Keeping Your Day Simple
I want to share with you some key strategies. I find most financial advisors really sabotage their daily success with too many task that they bite off. It is very important to keep your outcome or goal list to no more than 5 key items at a time. Click the link below and listen to some other key points. The audio is about 2 minutes long
http://archive.constantcontact.com/fs053/1100665370443/archive/1102776424020.html
The Start of the Last Week of the First Half of 2009!
I want to discuss some strategies to make sure we start planning our 2009 mid-year review process. Below is a short audio with some strategies.
Site Updated & New Business Blog!
International Performance Group is pleased to introduce our new site upgrade and new business blog — a new way to keep you informed about the tools and coaching programs we offer for your success.
