Financial Advisor Blog

Most fact-finders fail because the fact-finder, both process and advisor delivering the fact finder, are all about the facts and not about both the facts and feelings that must be discovered and understood at both the advisor and prospect/client level to help prospects/clients discover and invest in what they truly want.  Join Simon Reilly LIVE

Banning commissions related to financial products and services has been on the horizon for decades, and Fee-Based Fee-Only is inevitable. The Challenge with Transitioning from Commission to Fee-Based Fee-Only is like the Challenge that Financial Services Professionals have when asking for Referrals. Financial Services Professionals don’t ask for Referrals because they don’t have a Script,

Why am I talking with you about deep breathing? The Values-based advisor will continue to prosper. The Unmet needs-based advisor will continue to struggle. Values-based deep breathing causes you, your being, and your soul to breathe deep into your belly, core, and heart, creating deep business and personal roots that grow deep, making you stronger

This short video provides insights on improving your mindset and flow in any economic climate:

How many of these Self-Interruptions are Killing Your Flow concerning improving business planning and effectiveness, practice management, and hiring, all of which will contribute to you doing more of what you love; working with your clients and new prospects? Instant gratification Going to bed late/Sleeping in No time management plan Answering email/phone Multitasking NEWS Notifications