When you think about changes in the economy, election, regulation, are you strengthening your need for control and security?
FINANCIAL ADVISOR BLOG
Eliminate the stuff that you’re doing over and over again expecting a different result preventing you from moving forward.
I recently read The One Thing by Gary W. Keller and Jay Papasan. Here is how I’ve approached buffer days in the past and what I learned and what I’m going to implement from The One Thing.
What is your job as an advisor? Your job is to be able to help them to grow their assets, protect their assets, and
leave a lifelong legacy.
Success is not an event; it is a habit!, a TED Type Talk for a NAIFA State Presentation shared by Dave Beaty.
I want to give you a scientific approach to your values. These are the strongest Values Scores that I’ve observed of the strongest advisors in the business over the last 20 years.
Changes are happening in The Financial Services Profession. Here is a script that you can use to make a fee based transition for some clients.
What’s your greatest asset? It’s your consciousness.You’ve got to understand that not having a business plan is sucking up your valuable consciousness.