FINANCIAL ADVISOR BLOG
DOL Fee-Based Sacred Space
I highly recommend that you create sacred space, first thing in the morning for 20 minutes, and halfway through the day to do the following exercise, away from the rigors of change, the DOL, or switching to Fee-Based.
What’s Your NEWS? What Are Your Tidings? What Are You Mushrooming?
Are you unconsciously and unnecessarily mushrooming published negative NEWS yet again on social media? Have you ever stopped to consider why?
What Was Our First Answer To; What Did We Accomplish In 2017?
Part of our pre-planning process for the year includes Laura and I pre-answering the following questions and then getting together to share our answers.
The Impact Of Speaking At #NAIFA & #NAILBA
December 19th was my last telephone coaching day of the year and right in the midst of the day I received this surprise e-mail from Missy Pursley. Thank you Missy Pursley and Emily Holbrook.
Seasons Greetings 2016
Wishing you all the joys of the season and happiness throughout the coming year. Looking forward to working with you to meet and exceed your goals for 2017.
Brand New Webinar From Simon Reilly…
Simply enter your info below for free, instant access to my new webinar that will reveal how to Eliminate Stress, Create More Time, Increase Productivity, and Position Your Advisor Business for a Smooth Succession Using The 5 Advisor Superpowers.